Prop CRM: The Smart Core of Every Successful Prop Trading Firm

Unlock the Full Potential of Your Prop Firm with a Specialized CRM Solution

Two smartphone screens of a prop firm’s mobile client portal: one shows a forex trading challenge selection and the other confirms a trader’s account activation, illustrating a white-label proprietary trading platform.
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$200B+

Monthly Volume

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1M+

Traders Accounts

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450+

Broker Clients

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150+

Global Partners

Grow Faster with a Purpose-Built Prop CRM.

KYC and onboarding automation

Automate document collection, identity verification, and registration processes with built-in integrations to leading KYC/AML providers.

Create custom groups and filters that allow tailored communications, offers, and workflows based on trader behavior and lifecycle position.

Monitor every click, challenge start, retry, or abandonment with full visibility into trader actions across platforms.

Assign, track, and reward affiliates and IBs across multiple tiers with real-time dashboards and conversion logic built into the CRM.

Instantly reflect changes in challenge pricing, structure, or payout conditions within the CRM, eliminating manual updates.

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Turnkey Prop CRM with Smart Automation & Conversion Tools

Trading Platform — SiRiX

Give funded traders the edge with the SiRiX platform fully connected to the Prop CRM.

  • Netting accounts supported
  • Real-time challenge-to-live transition
  • TradingView charts and advanced order types

Broker Portal & CRM

Your operational control center—configure challenges, monitor trader KPIs, and connect workflows.

  • Integrated IB and affiliate tools
  • Real-time alerts for max loss, challenge status
  • CRM-ready and fully modular

Liquidity & Data Feed

Institutional-grade liquidity feeding directly into CRM-linked trading accounts.

  • Deep liquidity pools across FX, crypto, and more
  • CRM-level execution analytics
  • Seamless performance tracking and risk mapping

Affiliates & IBs

Build and scale your referral and affiliate programs directly from the CRM.

  • Multi-tier logic and auto-payouts
  • Segmentation by country, performance and campaign
  • Integrated dashboards for managers and partners

Risk Intelligence & Challenge Monitoring

Oversee risk in real time while managing funded and evaluation stages.

  • Max daily loss flags
  • Challenge retry tracking and Keeper status
  • Funding eligibility logic integrated in CRM

Social Trading

Evolve your trading platform into a social-driven success engine.
Let traders mirror strategies, build trust, and grow collectively.

Risk Management

SiRiX Broker Manage every aspect of trading and risk in real time. Built to enhance profitability and streamline operations.

Two smartphone screens displaying the Sirix trading app interface with account status and live market data, demonstrating mobile forex trading capabilities.

SiRiX: Your Traders' Edge, Built Into the CRM

SiRiX is more than an execution platform; it’s fully integrated with your Prop CRM to align performance, risk, and engagement in real time.

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Feature Spotlight: Challenge Retry & Keeper Tracking in the Prop CRM

Retention is revenue. Our Prop CRM empowers you to retain your traders and maximize LTV

UI pop-up from a prop trading platform offering a 'Challenge Keeper' extension – prompting a forex trader to extend their challenge duration for a fee – illustrating an engagement tool to boost trader retention.

Challenge Keeper status per trader and challenge

Retry behavior, purchase history, and performance impact

Eligibility triggers for offers and reactivation

In-CRM notifications and filters for retry workflows

Sales, support, and management can access real-time challenge insights to increase conversion and reduce drop-offs.

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Ready to Scale with Leverate’s Turnkey Prop CRM?

Choose Leverate’s Prop CRM to unify your prop trading operations and accelerate results:

Book your personalized walkthrough today, and experience how Leverate’s Prop CRM transforms trader engagement, streamlines retention, and gives your firm the edge it deserves.

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Liquidity Built for Prop Firms

Seamless trading infrastructure designed to support funded trader execution, directly tied into your CRM data layer:

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Limitless Integration for your Prop Firm

Leverate’s Sirix platform is already seamlessly integrated with leading distribution systems, top-tier CRMs, and essential supporting apps – ensuring brokers enjoy a fast, smooth, and hassle-free setup.

liquidity provider
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Let’s connect

Dive into our blog for the latest updates, strategies, and analysis in the world of brokerage. Join us on a journey to maximize your trading potential and achieve your financial goals.

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Got Questions?
We’ve Got Answers

Ask us anything. We’ll help turn your prop firm idea into reality.

Can I create and manage my own trading challenges?

Yes. You have full control to build, customize, and manage trading challenges, including rules, retry pricing, account sizes, and payouts—directly from your Broker Portal.

Absolutely. Our scalable infrastructure supports startups launching their first challenge and large firms managing thousands of traders globally.

Yes. All front-end and client-facing tools are fully white-labeled, offering you a complete white label trading platform experience—so your traders only see your brand, from registration to dashboard.

Yes. Leverate includes an automated payout and affiliate system, allowing you to configure profit splits, performance tiers, and more—no manual work needed.

 

With our turnkey setup, most firms go live within 10–14 business days, including branded portals, challenge setup, and system integrations.

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