Disclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
OnTrade pricing
Short answer: OnTrade doesn't publish prices on its website (checked October 27, 2026). You'll need a quote; below are questions to ask and published prices for alternatives.
OnTrade plans and prices
Contact vendor. OnTrade doesn't publish prices on its website, so pricing is by quote.
Prices as of October 27, 2026, in USD, as listed on OnTrade's pricing page. Vendors change prices often; confirm before you buy.
- OnTrade publishes no pricing (ontrade.ai/pricing returned not found on October 27, 2026). Demos are requested through its site or demo@ontrade.ai.
Questions to ask for a quote
- Confirm your CRM, portfolio and custodian systems are on its integration list (it names Salesforce, Microsoft 365, Orion, Tamarac, FactSet and Red Black).
- Ask for the SOC 2 report and the model providers used for each workflow.
- Scope which workflows go first and who approves agent write-backs.
OnTrade pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| OnTrade | Contact vendor | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Addepar | Contact vendor | None listed | Pricing details |
| StratiFi | From $5,995/yr | None listed | Pricing details |
| Vise | Contact vendor | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: OnTrade review · OnTrade alternatives · Best portfolio analytics and proposals tools
Get a OnTrade demo
Tell us a little about your firm and we'll pass your request to OnTrade's team. Free, no obligation.
Get one practical AI-for-advisors email a week
Weekly: the newest AI tools for advisors, in 3 minutes.
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Confirms on our beehiiv page. Free, no spam, unsubscribe anytime. What you'll get
FAQ
How much does OnTrade cost?
OnTrade doesn't list prices publicly. Contact the vendor for a quote.
Does OnTrade have a free plan or trial?
OnTrade's pricing page doesn't list a free plan or trial as of October 27, 2026. Ask the vendor about demos or pilots.
What should I ask OnTrade about pricing?
Confirm your CRM, portfolio and custodian systems are on its integration list (it names Salesforce, Microsoft 365, Orion, Tamarac, FactSet and Red Black). Ask for the SOC 2 report and the model providers used for each workflow. Scope which workflows go first and who approves agent write-backs.