Leverate launched a new customer relationship management (CRM) system for CFD brokers today (Monday), with an artificial intelligence (AI) assistant for staff inside the software. The product works with MT4, MT5 and the company's own white-label platform, Leverate said.

The MetaTrader links matter because of where CFD volume sits. MT4 and MT5 together handled 84% of CFD trading volume in the fourth quarter of 2025, according to FM Intelligence, with the other 16% spread across alternatives that include Sirix, Leverate's own platform.

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Leverate said firms can adopt the system without replacing their trading setup, and it now treats the CRM as a dedicated product line for high-volume operations.

The software is older than that label. FinanceMagnates.com reported a second version tied to MT4 in June 2011.

Rival CRMs List Between Three and Seven Platform Connections

Platform coverage is one measure on which broker CRMs differ. A FinanceMagnates.com comparison of the sector in February listed three connections for FXBO: MT4, MT5 and cTrader.

TradeCore named five connections in that comparison, adding DXtrade and Match-Trader, and Syntellicore named seven, including VertexFX and TradeLocker.

Leverate's three match FXBO's count and sit four below Syntellicore's, on the vendors' own lists. FM Intelligence's platform comparison tool tracks web traffic to MT4, MT5, cTrader and other platforms by country.

"They need ... the freedom to choose the trading technology that best serves their ambitions," Shmulik (Sam) Kordova, chief commercial officer at Leverate, said of brokers in a statement.

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The Assistant Follows AI Releases for Traders and Back Offices

Inside the new CRM, staff can put business questions to the assistant, while a Model Context Protocol (MCP) connection is meant to support analysis across linked systems, the company said. MCP is an open standard for connecting AI tools to other software.

Leverate has been adding such tools since the middle of the year. In June it put a read-only chat assistant on its trading platform, aimed at traders' market questions.

A month later it opened a back-office MCP server that exposes CRM, broker portal and trading platform data to assistants such as Claude and ChatGPT.

In September, Leverate let brokers' clients place orders through those assistants, with such orders flagged in its CRM so risk and compliance staff can separate them from manual trades. MT4 and MT5 versions of that connector were still to come at the time.

The new system also carries a workflow builder for onboarding, know-your-customer checks, deposit follow-ups and retention steps, which Leverate said brokers can automate in days. Live alerts on client activity and call prioritization are aimed at sales and retention desks.

Other tools manage introducing brokers and affiliates, connect payment providers and run several brands from one place. A Copy Brand function replicates one brand's configuration on another, the company said.

Leverate is also pursuing clients in Latin America. The company named Mexico a key growth market in October and plans an invitation-only meeting for brokers and prop firms in Mexico City on Wednesday, the day before Trading Festival Mexico opens.