Native Trading Platform Integration
Seamlessly connect your CRM with your trading platform, no third-party hassles. Save time, reduce errors, and streamline your operations.
Back Office Solutions
Control Without Complexity
Back office that powers growth
Because growth should never be limited by admin work.
Focus on Growth. We’ll Handle the Rest.
No Limits. No Complexity.
Smart Dedicated Dashboards & Reports
All your key metrics; leads, trades, conversions in one streamlined view. Make faster decisions with real-time data and tailored reports.
IB & Affiliate Management System
Customizable multi-tier system built to grow your business. Track performance, manage commissions, and scale with ease.
Tailor-Made Solutions
No forex broker is the same. Neither is our CRM. Every module is adapted to your brand and workflows.
VOIP & Communication Tools
Built-in VOIP and messaging tools to keep your team and traders in sync. Stay connected, close deals quicker, and support clients effortlessly.
Purpose-Built CRM for Brokers and Prop Firms
Sales Teams
Equip your sales team with instant access to leads, activity tracking, and VOIP tools, so every follow-up hits the mark.
Customer Service Teams
Deliver standout support with full client histories, smart ticketing, and seamless communication tools at your fingertips.
Marketing Teams
Maximize ROI with data-backed campaigns designed to engage, convert, and scale your brokerage.
Risk Management
Full Trading Logic Control, Powered by Broker Portal
Build and apply complex trading rules, configure by group, region, or symbol, and manage it all in one place.
Take Control of Every Trade with Real-Time Risk Intelligence
Empower your brokerage to run smarter, faster, and stronger.
Launch & Scale Your Brokerage or Prop Firm with a Back Office Solution Designed to Perform
Join hundreds of brokers and prop firms already growing their businesses with our trusted, leading, white-label forex solutions.
Affiliates & IBs
Effortless Scaling for Affiliates & IBs
- Customizable Setup
- Automated Payouts
- Stronger Relationships
- Smart Reporting
- Multi-Tier Tracking
Everything you need to grow your partner network—streamlined and scalable.
Broker Portal
Scale Your Prop Firm with the Power of the Broker Portal
Configure plans, automate payouts, and control risk. Everything you need to manage and scale your prop firm from one powerful, flexible hub.
Configure, Optimize and Control Every Layer of Your Prop Firm
Effortless management. Exceptional results.
Full flexibility to build and manage trading plans that grow with your prop firm.
Deliver a localized trader experience effortlessly by managing all platform translations directly from the Broker Portal
Update logos, icons, and platform visuals instantly through dynamic brand settings
Create, customize, and automate multilingual email campaigns with real-time preview
Seamless Integrations. Limitless Back Office Power.
Leverate's broker portal and trading platform come fully integrated with top-tier CRMs, payment gateways, KYC tools, affiliate systems, and more, giving your prop firm or brokerage a smooth, ready-to-scale back office from day one.
What is forex broker back-office software?
Forex back-office software is the operational hub that runs a brokerage behind the scenes. It manages client onboarding, KYC, deposits and withdrawals, trading accounts, compliance and reporting, connecting your trading platform, payment providers and CRM so your team can operate efficiently from one system.
What's included in Leverate's back-office suite?
Leverate’s back office combines a cutting-edge CRM, the Broker Portal, a client zone, real-time risk management, a multi-level affiliate and IB system, and integrated VoIP, SMS and email. Everything is pre-connected to the trading platform and liquidity, giving you full control over operations.
What is a Broker Portal and what can I do with it?
The Broker Portal is your central command center. From one dashboard you monitor trading activity and exposure in real time, manage accounts and groups, configure products, run detailed reports and oversee compliance, all without code, so you can make faster, data-driven decisions.
How does the CRM help convert and retain traders?
Leverate’s CRM uses automation, behavioral triggers and client segmentation to move leads through your funnel and keep traders engaged. Built-in VoIP, SMS and email, workflow tools and BI reporting help your sales and retention teams act at the right moment and lift lifetime value.
Does the back office integrate with MT4/MT5 and the Leverate platform?
Yes. Leverate’s back office is natively integrated with the Leverate White-Label trading platform and connects to MT4 and MT5, plus PSPs and third-party tools. This unified setup keeps trading data, client activity and compliance synchronized across your whole operation.
How does the multi-level affiliate and IB system work?
The affiliate and IB system supports multi-tier tracking, so you can recruit partners, sub-affiliates and introducing brokers and reward them automatically. You define commission structures, track performance in real time and automate payouts, scaling client acquisition without adding manual overhead.
Does MetaTrader 5 include a CRM or back office?
No. MT4 and MT5 are trading platforms: they run trading accounts, orders and the trader terminals, but they don't include a broker CRM, client portal, KYC, payments or IB management. Brokers add those from a separate vendor. Leverate's CRM and back office connect natively with MT4 and MT5, so leads, clients, deposits and trading accounts stay in sync.
Does cTrader include a CRM or back office?
No. Like MT4 and MT5, cTrader is a trading platform without a broker CRM or back office, so brokers connect a separate vendor for client management, payments and IBs. Leverate's CRM support for cTrader is coming soon.
Which trading platforms does Leverate's CRM connect to?
Leverate's CRM connects natively with MetaTrader 4, MetaTrader 5 and Leverate's own trading platform. cTrader support is coming soon.