The companies, products and regulatory developments shaping the broker industry.
Leverate’s new CRM supports MT4, MT5 and its own white-label platform, combining onboarding workflows with AI queries; automation promises require permission and suitability safeguards.
The Openwork Partnership has selected Fintel’s Plannr technology for adviser workflow integration; projected time savings are expectations, not independently measured results.
The integration brings onboarding, trading records and introducing-broker commissions into a shared workflow. Spotware’s separate cBridge remains an execution tool.
Brokers gain an AWS billing route. Comparing its published plans requires matching monthly deposits to both the base fee and the charge above each allowance.