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

Tuesday, 09/06/2026 | 10:00 GMT by Damian Chmiel
  • The broker-technology vendor is giving away the trader-facing chatbot while charging for the analytics that track what clients ask and search.
  • Rivals, including B2BROKER and Devexperts, have shipped similar tools, and Leverate has marketed a broker chatbot before.
leverate AI
The new AI trading assitant inside the Leverate's ecosystem

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.

Shmulik Kordova, the Chief Client Officer (CCO) at Leverate
Shmulik Kordova, the Chief Commercial Officer (CCO) at Leverate

"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.

Free for Traders, Paid for the Data

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.

Broker Tech Vendors Crowd Into AI Assistants

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 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.

From Talking About Markets to Trading Them

Brokers are increasingly pushing AI from conversation toward execution , 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.

Shmulik Kordova, the Chief Client Officer (CCO) at Leverate
Shmulik Kordova, the Chief Commercial Officer (CCO) at Leverate

"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.

Free for Traders, Paid for the Data

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.

Broker Tech Vendors Crowd Into AI Assistants

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 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.

From Talking About Markets to Trading Them

Brokers are increasingly pushing AI from conversation toward execution , 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.

About the Author: Damian Chmiel
Damian Chmiel
  • 3624 Articles
  • 112 Followers
About the Author: Damian Chmiel
Damian Chmiel is a Senior Analyst & Editor at Finance Magnates with more than 15 years of experience in the CFD and online trading industry. Active as both a trader and journalist since 2010, he focuses on broker coverage, fintech innovation, and regulatory developments across Europe, the Middle East, and Asia. His work includes interviews with C-level leaders at major brokerages and fintech platforms, as well as co-authoring Finance Magnates’ quarterly industry benchmarking reports. Damian’s reporting is data-driven, market-aware, and grounded in direct industry engagement. His analysis and commentary have also been cited by external media outlets, including Investing.com, Binance, The Asset, Stockhead, and Dispatch. Education: MA in Finance and Accounting, Cracow University of Economics
  • 3624 Articles
  • 112 Followers

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