Leverate, a global leader in white-label technology for brokers and prop trading firms, has launched an intelligent AI assistant embedded directly inside its trading platform. Available as an always-accessible agent fixed at the bottom of the trading screen, the assistant opens a chat interface where traders can explore the markets in plain language and receive real-time financial insights, optionally tailored to their own portfolio and interests.
For brokers, it is more than a trader-facing feature. Through the back office system of the AI assistant, brokerages gain unprecedented visibility into trader interests, questions, and engagement patterns, turning everyday conversations into a richer understanding of the people behind the accounts.
For Brokers: Every Question, A Business Insight
The most significant part of this release sits behind the scenes. Available with Leverate’s premium package, the AI assistant back office tool gives brokerages a level of transparency into trader intent that charts and trade tickets alone can’t provide.
- Visibility into trader intent. Understand the topics, instruments, and questions your clients are most curious about, with access to message history and search activity.
- Understand behaviour more deeply. What traders ask reveals what they need. Use those insights to shape more relevant communication and support, driving deeper engagement, stronger retention, and more revenue.
- Make it yours. Full control over the assistant, complete branding to match your firm, and engagement statistics to track how traders are using it.
The assistant is available in both free and premium packages, so every brokerage can start at a pace that suits them, with premium unlocking the full back-office visibility, branding, and control.
For Traders: Market Insight, One Tap Away
The assistant lives where traders already are. A single easy-access button brings up the chat directly inside the trading interface, with no separate app, login, or context switch.
- Ask in your own words. Traders can pick a suggested question or type their own and get instant, conversational answers about the markets.
- Instant Insights. Designed as an educational tool that provides market insights and analysis, with responses that can include live TradingView charts, data tables, and clear breakdowns inside the chat.
- Always available. The assistant sits quietly at the edge of the trading screen until a trader needs it. Whether mid-session or between trades, help is one tap away without interrupting their workflow or pulling them off the platform.
- Speaks their language. Built-in language switching lets the assistant respond in a trader’s preferred language, a versatile tool for engagement across global, multilingual audiences.
“AI is becoming part of everything we build at Leverate, both internally and across the tools we place in our brokers’ hands. This assistant works on two levels at once: it gives traders an intelligent, conversational way to explore the markets in their own language, and it gives brokers a clear view of what their clients are genuinely interested in. That visibility lets brokerages connect with their traders on a far more personal level, and it is exactly the kind of forward-looking technology we are committed to delivering more of.”
— Shmulik Kordova, Chief Commercial Officer, Leverate
Part of a Growing AI Roadmap
Building on the successful launch of its AI-powered Algo Studio, this latest release marks another significant step in Leverate’s growing AI innovation roadmap. With more solutions currently in development, the company remains committed to embedding intelligent technology throughout its ecosystem, empowering traders and brokers with cutting-edge tools designed to enhance performance, efficiency, and growth.
About Leverate
Leverate is a leading force in fintech innovation, dedicated to empowering financial institutions, CFD brokers, and prop firms with cutting-edge technology that drives growth, efficiency, and success. With 19+ years of experience and broker clients worldwide, Leverate provides a complete ecosystem, from trading platforms and CRM to liquidity and prediction markets, helping firms launch, operate, and scale with confidence.
To explore the new AI assistant and the rest of the platform’s capabilities, brokers can contact Leverate.
