Prop CRM

Manage Traders,
Not Spreadsheets

One prop CRM platform. Total control.

Focus on what truly drives profits

Monthly Volume

$ 100 B+

Trader Accounts

1 M+

Global Partners

50 +

Years of Success

1 +

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.

Trader segmentation

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

Behavior tracking

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

Dynamic affiliate tracking and referral flows

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

Challenge plan configuration sync with Broker Portal

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

Launch Your Prop Firm Today

Simple, scalable, and built for success

Because the best time to grow with Leverate’s complete solution is now

Trading Platform

Give Your Traders the Edge with our White-label Trading Platform. powers your brokerage with social trading, Trading View Charts, and advanced order.

Broker Portal & CRM

The Broker Portal is your central hub for trading, performance, and compliance. fully customizable and CRM-ready to streamline operations.

Liquidity & Data Feed

Unlock deep liquidity across Forex, CFDs, crypto, and more with Leverate’s Prime solutions. Empower your brokerage or prop firm with advanced trading technologies and tailored services that fuel business growth.

Back-Office Solutions

That gives you more time to increase revenue – broker portal, cutting-edge broker crm, affiliate & IBs multi level system.

Risk Management

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

Client Portal

Deliver an intuitive trader experience through Leverate’s unified client zone. All account functions in one place.

Social Trading

Transform your white-label online trading platform into a thriving trading network. Enable traders to follow, copy, and grow together.

Affiliates & IBs

Leverate’s multi-tier system is made for scaling affiliate and IB networks. Track performance, automate rewards, and more.

Leverate's Trading Platform

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.

Challenge Retry & Keeper Tracking

In the Prop CRM - Retention is revenue.

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

Back Office Tools

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.

Prop Liquidity

Liquidity Built for You

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

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.

Got Questions?
We’ve Got Answers

Ask us anything.

Can I create and manage my own trading challenges?

Yes. The Prop CRM gives you full control over challenge creation and management through the Broker Portal, set parameters, retry pricing, rules and payouts, and adjust them anytime without code as your prop models evolve.

Are the prop solutions suitable for both new and established firms?

Yes. The Prop CRM scales from startups launching their first evaluation to large firms managing thousands of funded traders, with configurable workflows and permissions that grow alongside your operation.

Can I brand the platform as my own?

Absolutely. The Prop CRM and trader-facing tools are fully white-labeled under your firm’s brand, delivering a seamless, professional experience across registration, dashboard and the Leverate White-Label trading platform.

Is there a built-in payout or revenue-sharing system?

Yes. Payout and revenue-sharing logic is built in and automated. You define the rules once in the Broker Portal, and the system handles trader payouts and affiliate commissions consistently and on schedule.

How long does it take to launch my prop firm with Leverate?

Most firms launch within 10–14 business days. The Prop CRM, challenge tools, payments and trading platform are pre-integrated, so your timeline is mainly branding and configuration rather than development.

What is a Prop CRM and how does it differ from a forex CRM?

A Prop CRM is purpose-built for proprietary trading firms rather than traditional brokerages. Alongside standard CRM features it adds challenge configuration, funded-trader management, retry and payout automation and evaluation analytics, tools that a general forex CRM doesn’t include.

How does the Prop CRM automate trader onboarding and KYC?

The CRM automates registration, document collection and KYC verification, moving traders from sign-up to active challenge with minimal manual work. Automated workflows reduce drop-off and free your team to focus on engagement and conversion.

What trader engagement and retention tools are built in?

The Prop CRM includes behavioral triggers, segmentation and automated campaigns, plus prop-specific features like Challenge Keeper, Challenge Retry, leaderboards and certification — all designed to reduce drop-offs and keep traders active and loyal.

How does the CRM integrate with the trading platform and payouts?

The Prop CRM is natively connected to the Leverate White-Label trading platform, the Broker Portal and payment providers. Trader activity, challenge status and payouts sync automatically, giving you one connected system with no manual reconciliation.

What reporting and analytics does the Prop CRM provide?

You get real-time dashboards and detailed reporting on traders, challenges, conversions and revenue, with segmentation and BI tools to spot trends. These insights help you optimize challenge design, marketing spend and retention across your firm.

Manage Traders,Not Spreadsheets