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OnTrade
In one line: AI operating platform for wealth firms: one window across CRM, planning, portfolio and custody data, with agents that draft proposals and reviews for approval.
| 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 |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 27, 2026) |
| Website | ontrade.ai/ |
| Last checked | October 27, 2026 |
What it 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.
Get a OnTrade demo
Tell us a little about your firm and we'll pass your request to OnTrade's team. Free, no obligation.
Alternatives to OnTrade
Orion
Firms that want one connected platform
Addepar
Complex, high-net-worth and family-office reporting
StratiFi
Firms that want statement-to-proposal workflows plus automated compliance monitoring
Vise
RIAs that want direct indexing, daily tax-loss harvesting and household rebalancing without changing custodians
Compare with other tools (side by side, up to 4)
FAQ
What is OnTrade?
AI operating platform for wealth firms: one window across CRM, planning, portfolio and custody data, with agents that draft proposals and reviews for approval.
Who is OnTrade 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. It is in our portfolio analytics & proposals category.
How much does OnTrade cost?
OnTrade doesn't publish prices on its website as of October 27, 2026; contact the vendor for a quote.
What are alternatives to OnTrade?
Orion, Addepar, StratiFi, Vise.