Enhancing Broker Efficiency Through Unified CRM and Trading Solutions
Intivion Technologies, a specialist in CRM solutions for Forex, CFD, and Crypto brokers, has partnered with Leverate, a global fintech leader renowned for its Sirix trading platform. This strategic collaboration unites two industry innovators to deliver an integrated, broker-first solution that enhances operational efficiency, client engagement, and business scalability.
A New Standard in CRM and Trading Platform Synergy
With over 16 years of combined experience delivering technology to the brokerage space, Intivion and Leverate now offer a seamlessly connected ecosystem. The integration of AltimaCRM by Intivion, Intivion’s flagship CRM product, into Sirix, Leverate’s advanced trading platform, provides brokers with a robust, all-in-one environment to manage every stage of the client lifecycle from onboarding to engagement and retention.
“We are proud to collaborate with Leverate to provide brokers with an elevated solution, enabling them to fully unlock their potential within the market. The synergy of our technologies will empower brokers to maintain a competitive advantage and stay at the forefront of the industry,” said Sunil Jadhav, CTO of Intivion Technologies.
“The synergy of our technologies will empower brokers to stay competitive, scalable, and agile.”
AltimaCRM by Intivion: A CRM Built for Brokers
AltimaCRM by Intivion is the flagship product of Intivion Technologies, built exclusively for brokers. It is a robust, modular client relationship management platform offering:
- Secure KYC Document Management: Integrated with top providers such as Sumsub, ShuftiPro, Google Vision AI, and OZ Liveness for seamless, compliant onboarding.
- Multi-level IB Management: Real-time tracking, automated commissions, and intuitive dashboards to scale IB networks efficiently.
- AltimaVoIP and Omnichannel Communication: Connect with clients via WhatsApp, Telegram, email, phone, and live chat — all logged inside the CRM for a unified experience.
- Secure & Flexible Data Handling: Encrypted data with role-based access control ensures privacy and compliance.
Sirix Platform: Trading Intelligence at Its Best
Sirix by Leverate is an innovative trading platform offering advanced trading intelligence tools, including:
- Real-time trading data and charting
- Built-in social trading features
- Mobile-friendly trader dashboards
- Seamless integration with AltimaCRM by Intivion
“We are delighted to join forces with Intivion to offer brokers an enhanced solution that helps them maximize their potential,” said Shmulik (Sam) Kordova, Chief Commercial Officer at Leverate. “Our technologies combined give brokers the edge they need to grow.”
Built for Growth: IB and Prop Firm Enablement
The partnership extends Intivion’s powerful multi-tier IB and prop firm systems to Leverate’s broker clients, enabling:
- Advanced IB tracking and incentive automation
- Prop firm setup with customizable dashboards and evaluation programs
- Performance analytics for optimized growth
Looking Ahead: A Shared Vision for the Brokerage Industry
This collaboration represents a shared commitment to equipping brokers with next-generation tools. Together, Intivion and Leverate aim to elevate brokerage standards, enhance efficiency, and unlock new growth opportunities.
About AltimaCRM by Intivion
AltimaCRM by Intivion is a broker-focused CRM solution developed by Intivion Technologies, designed for the forex and CFD industry. It is now backed up by its unique brokerage intelligence system. With over 16 years of experience, Intivion’s Altima Ecosystem suite—AltimaCRM, AltimaIB, and AltimaVoIP—empowers brokers to scale through innovation, automation, and integration.
About Leverate
Leverate is a global fintech leader providing brokerage solutions, including the Sirix trading platform, risk management tools, and advanced analytics. With a strong presence across key financial hubs, Leverate continues to help brokers grow and compete effectively in global markets.