One window across your firm’s data and apps, plus AI agents that do the work — with you in control.
OnTrade sits across the tools you already use and unifies them, so the work starts in one place instead of six logins.
It drafts proposals, portfolio reviews and client documents from live data across your systems. The analysis is deterministic, the numbers are current, and the judgment calls stay with your team.
Start every conversation one step ahead. OnTrade combines each scenario with the household’s financial context to create a client-ready proposal, so advisors can focus on the relationship.
By the time your team logs in, every account has been reviewed and only those needing attention are surfaced. Each exception arrives analyzed, drafted within firm policy, and ready for approval.
Run the routine work automatically. OnTrade turns onboarding, reviews, reporting, and approvals into connected workflows, so ops teams can focus on advisors and clients.
Run the firm on one set of numbers. With data from your systems in one view, you can see what needs attention and act on opportunities across the book.
In their words
“OnTrade’s AI has changed how we run the firm, with one interface to understand the business, act, and drive ROI.”
“OnTrade stood out as a platform, not a point solution. Few AI tools have a whole-firm vision.”
“OnTrade does the heavy lifting behind every proposal, so advisors can focus on the client and the advice.”
Numbers are computed deterministically. Client data stays under your firm’s control. Data from across your firm’s systems is unified in one operating environment.
Inconsistent responses.
Computed, and repeatable.
Deterministic tools inside your own data. Figures trace to their sources.
Client data may get compromised.
Limited visibility and actionability.
Connected to your systems.
Enables real work across CRM, planning, custodians and reporting.
30%
Fewer planned hires
A $10B RIA is executing its growth plan with fewer incremental hires using OnTrade.
6 hrs
Saved per proposal
The wealth management practice within a regional bank cut roughly six hours from the preparation of each client proposal.
$1B+
Client relationship won
At a multi-billion-dollar wealth firm, OnTrade’s AI capabilities helped differentiate the firm and win a new $1B+ client relationship.
Your data stays yours, with strict controls governing its access and use. Our security protocols are independently audited, continuously monitored, and open to your inspection.
