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Leverate launches broker CRM with AI assistant

1 reports1 sourcesupdated 6 hours ago

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AI digest

AI-assisted source synthesis · not an independent investigation.

On November 9, 2026, Finance Magnates reported that Leverate launched a new CRM with an AI assistant for CFD brokers. The system works with MT4, MT5, and Leverate’s own white-label platform, so companies do not need to replace their existing trading systems. Staff can ask the AI assistant business questions, and an MCP connection supports analysis of relevant system data. The CRM also offers features such as a workflow builder, customer activity alerts, payment service provider connections, and multi-brand management.

AI-written from reports · updated 6 hours ago

Timeline

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Nov 9
  1. Finance Magnates
    Leverate launches new CRM with AI assistant for MetaTrader brokers

    Leverate has launched a new CRM with an AI assistant for CFD brokers, compatible with MT4, MT5 and its own white-label platform, so businesses do not need to replace their existing trading systems. Staff can ask the assistant business-related questions, while MCP connectivity supports analysis of data from connected systems. The system also offers a workflow builder, customer activity alerts, payment service provider connections and multi-brand management.

Heat over time

Current heat 8·Peak over the comparable range 10 (Nov 9 17:00)·Change over the comparable range in the last 24 hours –

02.557.510Nov 917:00Nov 919:00Nov 920:00Nov 922:00

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