What to Look for in a Trading Platform Provider
Choosing the right platform isn’t just about features, it’s about selecting a scalable, conversion-driven system that powers long-term growth, retention, and revenue.
For CFD brokers, the trading platform is more than a technical interface; it’s the heart of your brokerage’s business. It defines how traders interact with your brand, how quickly they trade, and how often they return.
SiRiX, Leverate’s flagship white-label trading platform, is engineered to do just that. This guide breaks down the platform features that matter most and how SiRiX can help your brokerage thrive in today’s competitive markets.
TL;DR:
Your Platform Is the First and Most Important Conversion Funnel
When new users log in to your platform, you have seconds to capture their attention and confidence. If the experience is confusing or slow, they’ll bounce, and likely not return.
A modern platform needs to:
- Guide users visually and logically from login to deposit
- Support rapid first-trade activation
- Nudge traders with AI-driven engagement triggers and behavior-based prompts that encourage engagement and funding
SiRiX transforms the trading platform into a high-converting digital environment by embedding performance-driven UX and automation hooks that convert passive leads into active traders.
With CRM-triggered actions, including automated onboarding workflows (e.g., margin call nudges, inactivity reactivation alerts, onboarding tours), brokers see up to 25% improvement in deposit conversion and up to 18% increase in reactivation of inactive users.
Frictionless User Experience: From First Login to First Trade
A Modern Trading Interface That Increases Engagement
The biggest barrier to trader retention is frustration. If users can’t find what they need or feel overwhelmed by complexity, they churn. This is especially true for new traders or users in high-growth markets like LATAM or Southeast Asia, where mobile-first experiences dominate.
Why UX Matters for Brokerages:
- Faster onboarding reduces acquisition costs
- Cleaner design increases trade volume and deposit velocity
- More intuitive experiences reduce support ticket volume
SiRiX Delivers:
- Clear visual hierarchy and intuitive navigation across desktop, mobile, and tablet
- One-click trading, smart order workflows, and drag-and-drop stop-loss tools
- Contextual walkthroughs and guided prompts for new users
- Dynamic tooltips that adjust to user behavior and experience level
UI/UX isn’t just a design preference, it directly affects P&L for brokers via support, churn, and deposit conversion metrics.
Mobile Parity Is Non-Negotiable
Over approximately 70% of retail traders in emerging markets access platforms primarily from mobile. Your platform must offer full parity between mobile and desktop, anything less results in lost volume, fewer trades, and shorter lifetime value.
What SiRiX Mobile Offers:
- TradingView charts with overlays, technical indicators, and drawing tools
- Access to all order types, trade history, social feeds, and portfolio tracking
- Seamless real-time syncing between desktop and mobile sessions
- Localization options to support multilingual interface toggles
Mobile is not just a convenience, it’s often the primary trading channel. SiRiX gives your users a multi-device conversion-optimized experience, maximizing engagement and total trading volume per user.
Execution Speed, Reliability, and Transparency
Traders don’t forgive slippage or lag. During high-volatility periods (e.g., NFP, CPI releases), poor execution can mean thousands in losses — and cause reputational damage for brokers.
Execution quality is directly tied to trader satisfaction and retention.
SiRiX Performance Highlights:
- <100ms latency even during market surges
- Smart order routing across liquidity providers to prioritize price and fill speed
- Access to real-time revenue analytics and logs via the SiRiX Broker backend
Execution performance isn’t a theoretical benefit, it’s a measurable competitive edge.. With SiRiX, brokers can proactively monitor execution quality and optimize infrastructure where needed.
“The SiRiX trading platform was designed to engage traders from their first click. The longer they stay on the platform, the more they trade, and the more revenue brokers see.”
— Chief Product Manager, Leverate
Platform-Level Customization and Branding
In competitive brokerage markets, branding is a retention asset. A platform that mirrors your brand and speaks your traders’ language creates familiarity and trust, two critical factors in platform stickiness.
SiRiX allows full front-end and trading logic customization, without needing developers.
Built-In Customization Capabilities:
- White-label support with custom logos, themes, and colors
- Text Pilot System: real-time language and terminology control
- Region-based experience tailoring: different leverage, instruments, spreads, and even UI elements by KYC status, geo, or partner group
All customizations are handled via SiRiX Broker, giving brokers granular control over branding and UX flows across trader segments.
Branding should not be seen as aesthetic only, but as a trust-building and retention factor.
Security & Compliance Are Built-In, Not Bolted On
Trust and compliance are essential, particularly as global CFD brokers navigate multi-jurisdiction requirements (ESMA, CySEC, DFSA, etc.). The platform must support operational security and ensure compliance does not slow user acquisition.
SiRiX Offers:
- Built-in KYC flows, with manual approval or API integration
- Two-factor authentication and encryption for both traders and admins
- Audit-ready trade and action logs for full transparency
- Segmentation of compliance settings by region or trader group (via SiRiX Broker)
This allows brokers to adjust compliance dynamically, maintain regulator trust, and protect user data across devices and regions.\
Integrated Ecosystem That Supercharges Platform Impact
While the SiRiX trading platform is powerful on its own, its true potential is realized when connected to Leverate’s broader ecosystem, which enhances the platform’s ability to engage, convert, and retain.
Smart Integration Points:
- CRM syncs with SiRiX to automate lead scoring, behavior-based trader segmentation, and deposit nudges
- Client Zone integrates to show funding progress and wallet visuals that influence trader psychology
- SiRiX Broker enables brokers to configure payouts, regional flows, leverage settings, and fee logic in real time
By combining these elements, brokers can monitor, adapt, and scale their entire user journey, all without involving developers or third-party tools.
With SiRiX and Leverate’s full-suite ecosystem, you don’t need external plugins, developers, or patchwork systems. Everything, the CRM, Client Zone, compliance, automation, analytics, is built to work together. This means less friction, more control, and faster results for your brokerage.
Education, Support, and Product Evolution
Launching a platform is just the beginning. Brokers need a technology partner that delivers ongoing support, education, and feature improvements.
Leverate supports brokers with:
- Multilingual technical support
- Partner success teams and local account managers
- Regular platform enhancements and automatic rollouts
- Tutorial libraries and training for admins and traders
This ensures that brokers aren’t just supported, they’re empowered to grow with minimal friction or delays.
Choose a Platform That Builds Your Business
Not all platforms are created equal, and not all are built to grow your brokerage, SiRiX is.. With SiRiX, you’re not just offering a trading interface. You’re delivering a conversion funnel, a trader engagement engine, and a retention multiplier, all in one powerful, white-labeled solution.
For CFD brokers looking to scale faster, retain longer, and convert better, SiRiX is the platform that works as hard as your sales team every minute of every trading day.
Ready to future-proof your brokerage? Book a free strategy session with the Leverate team and discover what SiRiX can do for your success.
