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OnTrade review for financial advisors
By William Foster · Updated October 27, 2026
Verdict: OnTrade is best for larger RIAs and bank wealth teams that want firm-wide AI agents for proposals, reviews and rebalancing on top of their existing systems. Pricing: Contact vendor. Skip it if you're a solo advisor who only needs a notetaker or a single planning tool.
How we review: this is an editorial summary of what OnTrade publishes about its product and pricing, checked on October 27, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | Larger RIAs and bank wealth teams that want firm-wide AI agents for proposals, reviews and rebalancing on top of their existing systems |
|---|---|
| Category | Portfolio analytics & proposals |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | ontrade.ai/ |
What OnTrade does
OnTrade says it unifies a firm's systems into one view organized around the household and runs AI agents that draft proposals, portfolio reviews, meeting briefs and client documents from live data. It lists integrations with Salesforce, Microsoft 365, Orion, Tamarac, FactSet and Red Black. OnTrade says calculations use deterministic tools rather than model output, figures trace back to source data, access is read-only by default with write-backs needing approval, and every agent action is logged. It says it is SOC 2 Type II audited and that client-identifiable data is excluded from model training. Its site quotes executives at Modera Wealth Management, WaFd Wealth Management and Coastal Bridge Advisors.
Key capabilities, per OnTrade
- One household-centered view across CRM, planning, portfolio, custody and reporting systems
- AI agents draft proposals, portfolio reviews, rebalances and meeting briefs within firm policy for team approval
- Deterministic calculations with figures traced to source data; read-only by default and every agent action logged
Good fit if
You want larger RIAs and bank wealth teams that want firm-wide AI agents for proposals, reviews and rebalancing on top of their existing systems.
Skip it if
You're a solo advisor who only needs a notetaker or a single planning tool.
What to check before you buy
- 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.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How OnTrade compares on price
| 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 |
List prices from each vendor's website as of October 21, 2026.
Get a OnTrade demo
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FAQ
Is OnTrade good for financial advisors?
It's a strong fit for larger rias and bank wealth teams that want firm-wide ai agents for proposals, reviews and rebalancing on top of their existing systems. AI operating platform for wealth firms: one window across CRM, planning, portfolio and custody data, with agents that draft proposals and reviews for approval.
What are OnTrade's main features?
One household-centered view across CRM, planning, portfolio, custody and reporting systems. AI agents draft proposals, portfolio reviews, rebalances and meeting briefs within firm policy for team approval. Deterministic calculations with figures traced to source data; read-only by default and every agent action logged.
Who should not use OnTrade?
You're a solo advisor who only needs a notetaker or a single planning tool.
How much is OnTrade?
OnTrade prices by quote; it doesn't publish prices.