Seamless Single Sign-On
One login unlocks the entire ecosystem trading, funding, KYC and reporting in one place.
Client Portal
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.
White-label ready • CFD & Prop ready
The Leverate Advantage
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.
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.
Trusted by leading CFD brokers and prop trading firms worldwide
Built for All
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
- Express Checkout signup-to-deposit flow that maximises first-time deposits
- Multi-PSP payments — cards, bank transfers, and local methods worldwide
- Automated KYC and AML-ready compliance workflows
- Open new live, demo, or strategy accounts directly from the portal
- CRM-synced trader activity for retention and re-engagement campaigns
For Prop Trading Firms
- Branded checkout flows for challenge purchase and plan selection
- Crypto payments across 100+ digital assets via CoinPayments
- Deep links from marketing campaigns to pre-configured checkout pages
- Dedicated dashboards for challenge progress, phase status, and payout eligibility
- Real-time performance analytics for evaluation and audition tracking
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 minAverage KYC completion
AutoDocument parsing & checks
Audit-readyCompliance 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.
Sign-Up to Active Trader in 4 Steps
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.
White-Label & Branding
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.
Visit pageIB & Affiliate
Multi-tier partner management with live commissions and reporting.
Visit pageRisk Management
Real-time exposure monitoring, alerting and regulatory reporting.
Visit pageWhat 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.