Streamlining Brokerage Efficiency with Advanced Email Tools, Automated KYC, and VAT Integration
Revolutionizing brokerage management, our latest updates empower brokers and prop firms with tools for greater efficiency and better trader experiences. Read on to learn more about our new standout features across the Broker Portal and Prop platforms.
Broker Portal Updates: Emails V2
HTML Templates for Emails
Gone are the days of cumbersome email formatting. With the new HTML email templates, brokers can now create polished, professional emails effortlessly.
- Custom HTML Editing: Flexibility reigns supreme as brokers can tweak layouts beyond defaults with a real-time preview. This means your email aesthetics can match your brand’s identity down to the last pixel.
- Unified Multilingual Layouts: Layout adjustments automatically apply across all language versions, ensuring consistency.
- CRM Variable Integration: Personalization is now a breeze. Copy CRM variables directly into email templates for tailored communication.
New Manual Emails
Manual emails just got an upgrade.
- Dynamic Personalization: Add placeholders to include user-specific details, creating emails that resonate with recipients.
- Rich Text Editor: From font styling to bullet points and button editing, crafting engaging emails has never been easier.
Branding Alignment
The Broker Portal now imports logos and icons directly from active brokers’ configurations. This update ensures consistent branding across touchpoints and eliminates default visuals for a seamless broker identity.
Prop Updates:
Automated KYC with SUMSUB
Simplifying trader onboarding and compliance, Leverate now integrates SUMSUB’s automated KYC solution:
- Streamlined Verification: Traders can easily verify their identities through SUMSUB’s modal prompts, uploading documents in a few clicks.
- Clear Communication: Real-time status updates, including “Verification in Progress” and “Assistance Required,” keep traders informed.
- Enhanced Security: Verification approval is required before trading can commence, ensuring a secure environment for brokers and traders alike.
VAT Invoice Generation in CRM
Invoice automation just got smarter with Leverate’s integration:
- Automated VAT Invoices: Automatically generate VAT invoices for all deposit-related transactions, including crypto and wire transfers.
- Comprehensive Data Handling: Trader details, purchase amounts, and discounts are seamlessly incorporated.
- Improved Financial Oversight: Gain better visibility with accurate records and instant error notifications, streamlining compliance processes.
Why These Features Matter
These updates aren’t just enhancements, they’re solutions. Whether it’s improved branding, simplified compliance, or time-saving automation, we continue to pave the way for brokers and prop firms to focus on what matters: growing your businesses and delivering exceptional trader experiences.
With Leverate’s latest updates, you can transform your operations, exceed trader expectations, and secure your spot as a leader in the industry, contact us today to get started.
