One client record
A lead from an affiliate becomes a registered client, a verified account and a funded trader in the same record, so sales, compliance and risk all see the same data.
Platform Architecture
One vendor, one client record, every module connected.
See which parts Leverate builds and runs, which ones connect to platforms you already use, and which you can add when you need them.

Module map
Most of the stack is built and run by Leverate. The rest connects to platforms you already use, or switches on when your business needs it.
| Module | What it does |
|---|---|
| Built by LeverateWe develop, host and support it. | |
| Leverate Trading Platform | Branded web, desktop and mobile trading apps with trading from the chart, one-click trading and price alerts. |
| Forex CRM | Leads, sales and retention teams, client lifecycle, segmentation and built-in VoIP. |
| Broker Portal | Back office for trading accounts, groups, symbols, trading logic and real-time risk management. |
| Client Portal | Trader registration, KYC, deposits and withdrawals, account opening and trading history. |
| Affiliate & IB system | Multi-tier IB networks, CPA, RevShare and hybrid commissions, automated payouts and fraud detection. |
| Social & copy trading | Copy trading, PAMM, leaderboards, social feed and no-code Algo Studio, configured from the Broker Portal. |
| IntegratedPlatforms from other providers, connected and run by us. | |
| TradingView charts | Advanced charting inside the Leverate Trading Platform, with 100+ indicators. |
| MetaTrader 4 and 5 | Hosted, managed MT4/MT5 servers on your MetaQuotes licence or a Leverate white label, connected to the CRM and liquidity. |
| Optional modulesSwitched on when your business needs them. | |
| Leverate Prime liquidity | 1000+ instruments across forex, indices, crypto, metals, energies and shares, via MT4/MT5, the Leverate Trading Platform or FIX API. |
| Prop firm tools | Prop CRM, configurable challenges, retries, trader dashboard and payouts. |
| Prediction markets | White-label event trading across sports, crypto, politics, finance and entertainment. |
| PartnersProviders you choose, connected to the Client Portal. | |
| Payment providers (PSPs) | Card, bank and local payment methods, connected to the Client Portal and CRM. |
| KYC verification | Identity and document checks during onboarding, connected to the Client Portal. |
A lead from an affiliate becomes a registered client, a verified account and a funded trader in the same record, so sales, compliance and risk all see the same data.
Accounts, deposits and trading activity on the Leverate Trading Platform, MT4 or MT5 flow into the CRM and Broker Portal in real time.
Deposits from PSPs credit trading accounts automatically, and IB and affiliate commissions are calculated from real trading data.
Exposure, trader behaviour and liquidity routing are managed from the Broker Portal across every connected platform.
Yes. Leverate builds and runs the Leverate Trading Platform, the CRM, the Broker Portal back office, the Client Portal and the affiliate and IB system, and connects them to MT4/MT5, payment providers and liquidity, so a broker works with one vendor instead of stitching several together.
The Leverate Trading Platform, CRM, Broker Portal, Client Portal, affiliate and IB system and social trading are built by Leverate. MetaTrader 4/5 and TradingView charts are integrated platforms, and payment and KYC providers are partners connected to the Client Portal.
Yes. Leverate’s CRM connects natively with MT4, MT5 and the Leverate Trading Platform. MetaTrader is a trading platform without a broker CRM or back office, so Leverate supplies that layer. cTrader support is coming soon.
No. Leverate Prime is an optional module. You can connect it through MT4/MT5, the Leverate Trading Platform or FIX API, or keep your own liquidity providers.
Your branded environment is delivered within 5 business days, and most brokers go live with clients in 2–4 weeks, depending on licensing and payment-provider setup.
Book a demo and we’ll walk you through the modules your business needs.