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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

OnTrade vs alternatives: starting prices
ToolStarting priceFree optionDetails
OnTradeContact vendorNone listedPricing details
OrionContact vendorNone listedPricing details
AddeparContact vendorNone listedPricing details
StratiFiFrom $5,995/yrNone listedPricing details
ViseContact vendorNone listedPricing details
NitrogenFrom $99/mo per Center (annual)None listedPricing details
YChartsContact vendorNone listedPricing details

List prices from each vendor's website as of October 21, 2026.

More: OnTrade review · OnTrade alternatives · Best portfolio analytics and proposals tools

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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.

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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