One Portal. Every Trader Touchpoint.

A fully branded hub where traders register, verify, fund accounts, open new trading accounts, and manage everything in one place, no third-party tools, no extra logins, no development work.

Seamless by Design. Built for Growth.

Leverate’s Client Portal unifies every trader touchpoint turning onboarding, funding and account management into a growth engine for your brokerage.

Seamless Single Sign-On

One login unlocks the entire ecosystem trading, funding, KYC and reporting in one place.

Frictionless Onboarding

Guided KYC and account opening flows convert more traders from sign-up to first deposit.

Smart Self-Service

Traders manage accounts, deposits and withdrawals on their own cutting support volume dramatically.

Higher Conversions

Express checkout and real-time engagement drive more first-time deposits and long-term retention.

A Portal That Fits Every Brokerage Model.

Whether you run a CFD brokerage, a prop trading firm, or a hybrid operation the client portal adapts to your model.

For

CFD Brokers

For

Prop Trading Firms

Built for Every Journey

From KYC to Challenge Purchase In One Place

Whether a CFD trader verifying their identity or a prop trader selecting their first challenge the same portal adapts seamlessly to each flow.

~3 min

Average KYC completion

Auto

Document parsing & checks

Audit-ready

Compliance logs from day one

CFD Brokers

Frictionless KYC & Verification

Guided document upload identity, address, and selfie with automated checks. Traders verify in minutes; compliance teams stay audit-ready without manual review queues.

Prop Trading Firms

Challenge Selection & Express Checkout

Plan selection, account size, and full challenge conditions in a single branded view with one-click checkout, crypto support, and deep links from marketing campaigns straight to a pre-configured purchase.

Core Features

Everything Your Traders Need. One Place.

From registration to active trading every function lives in one branded environment.

Account Dashboard

Live balance, equity, open positions, margin, and performance history all visible at first login.

Deposits & Withdrawals

Integrated multi-PSP payment infrastructure. Traders deposit and withdraw in their preferred currency and method.

KYC & Verification

Automated document upload with guided flows. Traders verify in minutes. Compliance stays audit-ready.

Account Management

Personal details, communication preferences, and account history all self-service, zero support tickets.

Trading History & P&L

Full trade log with filtering by date, instrument, and direction. Detailed performance metrics and drawdown tracking.

Open New Accounts Instantly

Traders open additional live, demo, or strategy-specific trading accounts directly from the portal and switch between them with a single login.

For Brokers

A Portal That Works as Hard as You Do

When traders manage everything from one place, they deposit faster, stay longer, and need less support.

Higher Conversion Rates

Express checkout, geolocation auto-fill, and social login reduce onboarding friction across all models.

Lower Support Costs

Traders handle account updates, document uploads, and transaction queries themselves.

Stronger Compliance

Automated KYC, AML-ready workflows, and audit logs without manual intervention.

Real-Time Visibility

Monitor trader activity, deposit behaviour, and KYC rates live from the Broker Portal.

Ecosystem Integration

Native connection to CRM, trading platform, risk management, and affiliate system.

White-Label, Zero Complexity

Configure branding, language, and onboarding flows no developers needed.

How It Works

Register & Verify

Traders sign up via email or one-click Gmail. Guided KYC collects and verifies documents automatically status visible in real time.

Fund the Account

Express Checkout and multi-PSP integration make depositing fast. Geolocation auto-fills key fields. First deposit takes minutes.

Trade & Manage

Single sign-on connects the portal to the trading platform. Account management, history, and analytics always one tap away.

Retain & Grow

Automated notifications and personalised offers keep traders engaged. Self-service tools reduce churn and support volume simultaneously.

Onboarding & Conversion

From First Click to First Trade

Every conversion barrier between signup and funded account removed.

Express Checkout

Single-page signup-to-deposit flow. Geolocation auto-fills country, city, and postal code cutting form abandonment at the most critical step.

Gmail & Social Registration

One-click sign-up removes password friction. Traders enter with a trusted login, accelerating time to first trade.

Deep Links to Checkout

Marketing campaigns link directly to pre-configured checkout pages with the right plan and any promotional discount already applied.

Guided Onboarding Flows

Step-by-step prompts walk new traders through registration, KYC, and account setup. Configured from the Broker Portal no development required.

Your Portal. Your Brand. Every Pixel.

Traders see only your identity your logo, colours, typography, and domain. The technology powering it stays invisible, so your brand owns every interaction from signup to withdrawal.

Instant Brand Customisation

Update logos, colours, and domain settings from the Broker Portal. No deployments, no tickets

TextPilot Content Control

Rewrite every piece of text CTAs, notifications, challenge rules in any language, without code.

30+ Languages

Every trader sees the portal in their native language. Full translation control managed by your team.

Mobile-First Design

Fully responsive across all devices. Deposit, verify, and trade from any screen size.

PWA Support

Traders install the portal to their home screen fully branded with your title, description, and icons.

Ecosystem

Connected to Every Part of Your Brokerage

Not a standalone product. The front-facing layer of a fully integrated brokerage ecosystem.

Leverate CRM

Every trader action deposits, uploads, support request syncs instantly. Trigger automated follow-ups and segment by behaviour.

Leverate Premium Trading Platform & MT4/5

Single sign-on connects the portal directly to the trading environment. No re-authentication on desktop or mobile.

Leverate Prime

Deposits flow directly into funded accounts with liquidity managed across FX, crypto, indices, and commodities.

Real-Time Engagement Engine

In-portal popups and messaging activate based on trader behaviour inactivity, near-deposit thresholds, KYC completion.

Multi-PSP Payments

Paytiko, CoinPayments, and a wide PSP network. Cards, bank transfers, local methods, and crypto one checkout flow.

Explore the suite

Explore connecting products.

The Client Portal connects directly to Leverate’s purpose-built broker tools each available as its own dedicated workspace.

CRM

Unified broker CRM for lead routing, sales pipelines, automation and client lifecycle management.

IB & Affiliate

Multi-tier partner management with live commissions and reporting.

Risk Management

Real-time exposure monitoring, alerting and regulatory reporting.

Common questions

Frequently Asked Questions

What is a forex client portal?

A branded, web-based hub where traders manage registration, identity verification, deposits, withdrawals, trading history, and performance analytics. It removes the need for support on routine tasks, increases first-deposit conversion, and strengthens retention.

How does Leverate's portal differ from generic solutions?

Most solutions require separate integrations, external logins, and development work. Leverate’s portal is native to the entire brokerage ecosystem connected to CRM, trading platform, risk tools, and affiliate system. Fully configurable from the Broker Portal without code, and white-labelled from day one.

Is the client portal included in Leverate's package?

Yes. The portal is a core component of Leverate’s white-label ecosystem. It activates alongside the trading platform, CRM, and Broker Portal fully managed, hosted, and maintained.

Can I customise the portal to match my brand?

Fully. Instant logo and colour updates, custom domain configuration, multi-language text editing via TextPilot, and PWA branding. No Leverate branding is visible in the trader-facing experience.

Does the portal support mobile?

Built mobile-first with full functionality across smartphones, tablets, and desktops. Supports PWA installation so traders can save the portal directly to their home screen.

What payment methods are supported?

Pre-integrated with multiple PSPs including Paytiko and CoinPayments. Supports credit/debit cards, bank transfers, local payment methods, and cryptocurrency deposits across 100+ digital assets.

How does the portal reduce trader churn?

Transparent access to account data, performance history, and promotions keeps traders engaged between sessions. Integrated with CRM and Solitics for automated re-engagement flows based on inactivity and behaviour.

Give Your Traders the Client Portal They Deserve

Built in, branded as yours, and live from day one. See exactly how it fits into your brokerage.

...

...

One Portal. Every Trader Touchpoint.

Seamless by Design. Built for Growth.

Seamless Single Sign-On

Frictionless Onboarding

Smart Self-Service

Higher Conversions

A Portal That Fits Every Brokerage Model.

CFD Brokers

Prop Trading Firms

From KYC to Challenge Purchase In One Place

~3 min

Auto

Audit-ready

Frictionless KYC & Verification

Challenge Selection & Express Checkout

Everything Your Traders Need. One Place.

Account Dashboard

Deposits & Withdrawals

KYC & Verification

Account Management

Trading History & P&L

Open New Accounts Instantly

A Portal That Works as Hard as You Do

Higher Conversion Rates

Lower Support Costs

Stronger Compliance

Real-Time Visibility

Ecosystem Integration

White-Label, Zero Complexity

Sign-Up to Active Trader in Four Steps

Register & Verify

Fund the Account

Trade & Manage

Retain & Grow

From First Click to First Trade

Express Checkout

Gmail & Social Registration

Deep Links to Checkout

Guided Onboarding Flows

Your Portal. Your Brand. Every Pixel.

Instant Brand Customisation

TextPilot Content Control

30+ Languages

Mobile-First Design

PWA Support

Connected to Every Part of Your Brokerage

Leverate CRM

Leverate Premium Trading Platform & MT4/5

Leverate Prime

Real-Time Engagement Engine

Multi-PSP Payments

Explore connecting products.

CRM

IB & Affiliate

Risk Management

Frequently Asked Questions

Give Your Traders the Client Portal They Deserve

...

...

Multi-Award Winning Technology Provider

Meet Us