OnTrade helps wealth management firms scale advisor capacity, client coverage, investment oversight, and executive visibility through one intelligence layer across the firm’s data, applications, portfolios, and workflows.
Secure. Model-driven. Built for scale.
One window into all your data and applications
Bring client, portfolio, planning, CRM, advisor activity, and workflow data into one view.
Monitor portfolios, detect opportunities, prepare meetings, generate proposals, and surface priority actions before the day starts.
Firm intelligence
that compounds
Every workflow, recommendation, approval, and client interaction strengthens the firm’s retained intelligence about its clients.
OnTrade unifies core workflows in a single system so teams can move from data to decisions with less operational overhead.
Founded 2024 in Seattle, WA
SOC II Type 2 Certified
We use encryption in transit and at rest, role-based access controls, and audit logging for key actions.
