Q&A: How Leverate Is Redefining Brokerage Tech with Yossi Tamir
As trading technology continues to evolve, we sat down with Yossi Tamir, Head of Business Development at Leverate, to discuss how the company is transforming brokerage infrastructure for CFD and Prop firms.
What makes Leverate truly an “all-in-one” solution?
Yossi: The keyword here is “synchronized.” Most brokers end up with a patchwork of systems, one vendor for CRM, another for the trading platform, another for payments. What we’ve built over 18 years is a complete ecosystem where everything talks to each other natively.
We serve two types of clients: those who want to build around MT4/MT5, and those who prefer our proprietary trading platform. Either way, they get everything under one roof: trading platforms, risk management, marketing tools, compliance systems, and analytics. One team, one integration, continuous innovation across the entire stack. No more playing middleman between vendors when something breaks.
What really sets you apart in such a competitive market?
Yossi: Ownership and expertise. We actually own our technology; we’re not reselling someone else’s products. That means when a client needs something customized, we can build it. Want your brand identity reflected in every touchpoint? We can do that. Need a specific workflow for your market? Done.
The other differentiator is our 18 years of MetaTrader expertise. We’ve spent nearly two decades perfecting how our systems interface with MT4/MT5. Most new providers are still figuring out the basics. Our liquidity bridges, CRM connections, and data pipelines are battle-tested and optimized for zero lag and zero friction.
And here’s something our clients really appreciate: seamless user experiences. Traders can move between our systems without constantly re-authenticating. In digital marketing, every extra login screen is a point where you lose potential clients.
What’s new at Leverate?
Yossi: Our primary focus right now is advancing automation across the platform. Recent releases include TradingView chart integration, advanced algorithmic trading tools, enhanced mobile capabilities, and full algorithmic trading support. We’ve also introduced both netting and hedging options, enabling clients to operate with more sophisticated trading strategies.
For prop firms specifically, we launched three high-impact features: Plans Localization delivering up to 3x conversion in targeted markets, along with two retention tools, Challenge Retry and Challenge Keeper, that help firms maintain trader engagement after setbacks. On the operational side, we streamlined the deposit flow with FTD Express Checkout and added practical upgrades such as discount codes, multilingual notifications, and automated VAT invoice generation.
In addition, our newly enhanced Refer & Earn program for both CFD brokers and prop firms is quickly becoming a standout growth engine. It transforms existing traders into an organic acquisition channel, offering lower customer acquisition costs, higher retention, and long-term compounding growth. Traders receive personal referral links and real-time earnings dashboards, while brokers benefit from automated commission processing and flexible reward structures, activated in minutes with no development effort required.
How are you uniquely positioned for prop trading firms?
Yossi: Prop firms have different needs than traditional brokers. They need automation at scale and tools that keep traders motivated through the challenge process.
We built what we call the “Holy Trinity”: synchronised mobile apps, WebTrader, and desktop platforms. When a trader opens a position on their phone during lunch, it’s instantly reflected across every interface with perfect margin and drawdown tracking. No delays, no discrepancies.
But the real magic is in our retention technology. Challenge Keeper watches traders as they approach their drawdown limits and automatically offers them options to stay in the game. Retry Auto-Discount does something even more interesting: the moment a trader fails a challenge, the system immediately offers a personalized discount to try again. It captures that emotional momentum when they’re most motivated to improve.
We’ve also integrated all the operational stuff, PSP connectivity, affiliate management for high volumes, and low-cost liquidity specifically designed for the high-frequency prop environment.
Where is Leverate headed in 2026?
Yossi: We’re moving from automation to prediction. Think of it as evolving from reactive to proactive.
Our AI development is focused on three areas. First, predictive retention, the system will identify traders showing signs of churning before they actually leave, and trigger personalized interventions automatically. Second, AI Risk Guard will learn from market conditions and trader behavior patterns, adjusting hedging strategies in real-time instead of relying on static rules. Third, intelligent sales tools that help teams focus on the leads most likely to convert.
For prop firms, we’re giving even more autonomy to launch localized or seasonal challenges in minutes without developer involvement. And we’re expanding geographically, LATAM, Southeast Asia, Africa, with full localization and regulatory support.
The goal is to be an intelligence partner, not just a technology provider.
What about switching providers? How complex is migration?
Yossi: We’ve streamlined it significantly. Most clients are live in 4 to 6 days on average, which includes everything, data migration, platform configuration, CRM setup, branding, parallel testing, and team training.
We assign a dedicated success manager who stays with you through launch and beyond. What clients tell us is that they’re not just switching providers, they’re actually consolidating. They go from managing relationships with five different vendors to one, and their costs usually go down in the process.
What’s your vision for where trading technology is headed?
Yossi: Personalization and intelligence. Traders today expect experiences that adapt to them, intelligent tools that help them make better decisions, mobile-first interfaces, educational content that matches their skill level.
At Leverate, we’re investing heavily in social trading features, more sophisticated algorithm trading, smarter CRM automation, and deeper analytics. We’re also watching trends like blockchain integration, gamification, and how trading communities are forming online.
The broader vision is to give brokers the ability to offer cutting-edge experiences without needing their own development teams. That’s really what “all-in-one” means in 2026, not just bundled tools, but intelligent systems that evolve with the market.
About Yossi Tamir
Yossi Tamir is Head of Business Development at Leverate, leading strategic partnerships and client growth initiatives. With over a decade of fintech and trading technology experience, he’s helped brokers and prop firms worldwide scale efficiently.
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Disclaimer:
This content is based on multiple sources and is provided for educational purposes only. It does not constitute financial, legal, or investment advice.
