Leverate Bundles AI Chat Assistant With a Back-Office View of Client Activity – Finance Magnates

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Leverate has added an AI chat assistant to its trading platform, a feature that lets traders ask about markets in plain language while giving brokers a behind-the-scenes record of what their clients type and search for.
The Israeli broker-technology firm said the assistant sits at the bottom of the trading screen and answers questions with live charts, data tables and multilingual replies.
The launch follows the company’s no-code Algo Studio, which rolled out in May, and slots into what Leverate calls a broader AI roadmap.
It is not the firm’s first conversational tool, either. Leverate marketed an AI chatbot assistant for brokers more than a year ago, pitching round-the-clock query handling and language switching.
"AI is becoming part of everything we build at Leverate," said Shmulik Kordova, the firm’s chief commercial officer.
The company added the assistant lets brokerages connect with traders on a more personal level, a claim it did not back with usage data or independent testing.
The trader-facing chat is the visible half. The company said it offers suggested questions or free-text queries, responds inside the platform without a separate login, and switches languages per user. Leverate described the tool as educational, providing market insights rather than advice.
The part Leverate is selling sits in the back office. On its premium package, the company said brokers gain visibility into the topics, instruments and questions clients are most curious about, plus access to message history and search activity. Leverate framed that as a way to shape communication, lift retention and add revenue.
The assistant ships in free and premium versions, with the full client-tracking layer, branding and engagement statistics held back for paying brokers. The company did not disclose pricing.
Embedding an AI assistant inside a broker platform is no longer unusual. B2BROKER added an AI Assistant to its B2TRADER ecosystem on May 1, billing it as one of the first fully integrated deployments in a multi-asset Multi-Asset Composed of varying asset classes, multi-asset is a blanket designation combining different classes such bonds, equities, cash equivalents, fixed income, and alternative investments.When compared to traditional balanced funds, multi-asset solutions differ because they target specific investment outcomes. This includes outcomes such as return above inflation as opposed to gauging performance against standardized benchmarks.Given the composition of multi-asset classes, they need to be dynamically Composed of varying asset classes, multi-asset is a blanket designation combining different classes such bonds, equities, cash equivalents, fixed income, and alternative investments.When compared to traditional balanced funds, multi-asset solutions differ because they target specific investment outcomes. This includes outcomes such as return above inflation as opposed to gauging performance against standardized benchmarks.Given the composition of multi-asset classes, they need to be dynamically Read this Term platform.
Tools for Brokers wired an AI assistant into its Trade Processor liquidity bridge, aimed at the operations side rather than the trader.
Conversational tools for traders go back further. Devexperts has run Devexa, a multilingual assistant that pulls quotes, charts and fundamentals into chat, since 2019, and last year added a community feature to keep traders inside the broker’s app. Tiger Brokers launched its TigerGPT assistant back in 2023.
Against that backdrop, the trader chat in Leverate’s release covers familiar ground. What separates the pitch is the weight placed on the broker-side analytics that log client intent, which Leverate is treating as the paid draw rather than the chat window itself.
Brokers are increasingly pushing AI from conversation toward execution Execution Execution is the process during which a client submits an order to the brokerage, which consequently executes it resulting in an open position in a given asset. The execution of the order occurs only when it is filled. There is typically a time delay between the placement of the order and the execution which is called latency.In the retail FX space, reliable brokers always strive to deliver best execution to their clients in order to maintain a solid business relationship with them. This is a co Execution is the process during which a client submits an order to the brokerage, which consequently executes it resulting in an open position in a given asset. The execution of the order occurs only when it is filled. There is typically a time delay between the placement of the order and the execution which is called latency.In the retail FX space, reliable brokers always strive to deliver best execution to their clients in order to maintain a solid business relationship with them. This is a co Read this Term, and Leverate’s tool stops well short of that edge.
A recent FM Intelligence analysis counted at least 10 retail brokers and platform vendors that connected AI agents to live client accounts between January and June 2026, with Anthropic’s Claude named in nine of them.
The full breakdown sits on the FM Intelligence portal.
Leverate’s assistant does not go there. The company said it is read-only and educational, with no ability to place orders or move money, which keeps it on the cautious side of a line that firms such as Interactive Brokers, Robinhood and eToro have started to cross.
Capital.com, by contrast, opened an MCP server last week that lets outside AI models reach its platform directly.
Leverate has added an AI chat assistant to its trading platform, a feature that lets traders ask about markets in plain language while giving brokers a behind-the-scenes record of what their clients type and search for.
The Israeli broker-technology firm said the assistant sits at the bottom of the trading screen and answers questions with live charts, data tables and multilingual replies.
The launch follows the company’s no-code Algo Studio, which rolled out in May, and slots into what Leverate calls a broader AI roadmap.
It is not the firm’s first conversational tool, either. Leverate marketed an AI chatbot assistant for brokers more than a year ago, pitching round-the-clock query handling and language switching.
"AI is becoming part of everything we build at Leverate," said Shmulik Kordova, the firm’s chief commercial officer.
The company added the assistant lets brokerages connect with traders on a more personal level, a claim it did not back with usage data or independent testing.
The trader-facing chat is the visible half. The company said it offers suggested questions or free-text queries, responds inside the platform without a separate login, and switches languages per user. Leverate described the tool as educational, providing market insights rather than advice.
The part Leverate is selling sits in the back office. On its premium package, the company said brokers gain visibility into the topics, instruments and questions clients are most curious about, plus access to message history and search activity. Leverate framed that as a way to shape communication, lift retention and add revenue.
The assistant ships in free and premium versions, with the full client-tracking layer, branding and engagement statistics held back for paying brokers. The company did not disclose pricing.
Embedding an AI assistant inside a broker platform is no longer unusual. B2BROKER added an AI Assistant to its B2TRADER ecosystem on May 1, billing it as one of the first fully integrated deployments in a multi-asset Multi-Asset Composed of varying asset classes, multi-asset is a blanket designation combining different classes such bonds, equities, cash equivalents, fixed income, and alternative investments.When compared to traditional balanced funds, multi-asset solutions differ because they target specific investment outcomes. This includes outcomes such as return above inflation as opposed to gauging performance against standardized benchmarks.Given the composition of multi-asset classes, they need to be dynamically Composed of varying asset classes, multi-asset is a blanket designation combining different classes such bonds, equities, cash equivalents, fixed income, and alternative investments.When compared to traditional balanced funds, multi-asset solutions differ because they target specific investment outcomes. This includes outcomes such as return above inflation as opposed to gauging performance against standardized benchmarks.Given the composition of multi-asset classes, they need to be dynamically Read this Term platform.
Tools for Brokers wired an AI assistant into its Trade Processor liquidity bridge, aimed at the operations side rather than the trader.
Conversational tools for traders go back further. Devexperts has run Devexa, a multilingual assistant that pulls quotes, charts and fundamentals into chat, since 2019, and last year added a community feature to keep traders inside the broker’s app. Tiger Brokers launched its TigerGPT assistant back in 2023.
Against that backdrop, the trader chat in Leverate’s release covers familiar ground. What separates the pitch is the weight placed on the broker-side analytics that log client intent, which Leverate is treating as the paid draw rather than the chat window itself.
Brokers are increasingly pushing AI from conversation toward execution Execution Execution is the process during which a client submits an order to the brokerage, which consequently executes it resulting in an open position in a given asset. The execution of the order occurs only when it is filled. There is typically a time delay between the placement of the order and the execution which is called latency.In the retail FX space, reliable brokers always strive to deliver best execution to their clients in order to maintain a solid business relationship with them. This is a co Execution is the process during which a client submits an order to the brokerage, which consequently executes it resulting in an open position in a given asset. The execution of the order occurs only when it is filled. There is typically a time delay between the placement of the order and the execution which is called latency.In the retail FX space, reliable brokers always strive to deliver best execution to their clients in order to maintain a solid business relationship with them. This is a co Read this Term, and Leverate’s tool stops well short of that edge.
A recent FM Intelligence analysis counted at least 10 retail brokers and platform vendors that connected AI agents to live client accounts between January and June 2026, with Anthropic’s Claude named in nine of them.
The full breakdown sits on the FM Intelligence portal.
Leverate’s assistant does not go there. The company said it is read-only and educational, with no ability to place orders or move money, which keeps it on the cautious side of a line that firms such as Interactive Brokers, Robinhood and eToro have started to cross.
Capital.com, by contrast, opened an MCP server last week that lets outside AI models reach its platform directly.
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