Leverate Launches New CRM With AI Assistant for MetaTrader Brokers
By Damian Chmiel
AI summary of the source article
Leverate has launched a new CRM system featuring an AI assistant for CFD brokers. The product integrates with MT4, MT5, and Leverate's proprietary platform, allowing staff to query business questions and automate onboarding workflows.
Why it matters
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
Key facts
- Leverate launched a new CRM system with an internal AI assistant compatible with MT4, MT5, and its own white-label platform.
- The software uses an open-standard Model Context Protocol connection to support analysis across linked systems.
- The system includes a workflow builder to automate onboarding, KYC checks, deposit follow-ups, and retention steps.
Source excerpt · Finance Magnates
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 fourt…