The AI operating system
for modern wealth management
The AI operating system
for modern wealth management
OnTrade Intelligence is an AI-first platform for wealth management firms.
It’s designed to dramatically reduce the time required to analyze, model, manage portfolios,
and generate proposals while preserving firm controls and risk discipline.
OnTrade Intelligence is an AI-first platform for wealth management firms.
It’s designed to dramatically reduce the time required to analyze, model, manage portfolios, and generate proposals while preserving firm controls and risk discipline.
OnTrade Intelligence is an AI-first platform for wealth management firms.
It’s designed to dramatically reduce the time required to analyze, model, manage portfolios, and generate proposals while preserving firm controls and risk discipline.
Secure. Model-driven. Built for scale.
Secure. Model-driven. Built for scale.
Built for RIAs, multi-family offices,
and wealth management firms
Built for RIAs,
multi-family offices,
and wealth management firms
OnTrade Intelligence unifies core portfolio workflows in a single system so teams can move from data to decisions with less operational overhead.
OnTrade Intelligence unifies core portfolio workflows in a single system so teams can move from data to decisions with less operational overhead.
OnTrade Intelligence
OnTrade Intelligence
Collect
Collect
Collect
Bring together portfolios, firm models, and market data. Normalize holdings so analytics and workflows are tax aware and run consistently.
Bring together portfolios, firm models, and market data. Normalize holdings so analytics and workflows are tax aware and run consistently.
Bring together portfolios, firm models, and market data. Normalize holdings so analytics and workflows are tax aware and run consistently.
Analyze
Analyze
Analyze
Review portfolio diagnostics, stress tests, and scenario tradeoffs across the book and at the account level.
Review portfolio diagnostics, stress tests, and scenario tradeoffs across the book and at the account level.
Review portfolio diagnostics, stress tests, and scenario tradeoffs across the book and at the account level.
Execute
Execute
Execute
Run repeatable workflows with human oversight, producing traceable inputs, outputs, and decision rationale.
Run repeatable workflows with human oversight, producing traceable inputs, outputs, and decision rationale.
Run repeatable workflows with human oversight, producing traceable inputs, outputs, and decision rationale.
OnTrade Advisor
OnTrade Advisor
Intake
Intake
Intake
Import prospect portfolios and gain valuable insights to their risk tolerance and outlook
Import prospect portfolios and gain valuable insights to their risk tolerance and outlook
Import prospect portfolios and gain valuable insights to their risk tolerance and outlook
Optimize
Optimize
Optimize
Instantly build multi-account scenarios aligned with firm models and customer objectives
Instantly build multi-account scenarios aligned with firm models and customer objectives
Instantly build multi-account scenarios aligned with firm models and customer objectives
Propose
Propose
Propose
Personalized and compliant proposals with the click of a button
for winning new clients
Personalized and compliant proposals with the click of a button
for winning new clients
Personalized and compliant proposals with the click of a button for winning new clients
OnTrade Agentic Workflows
OnTrade Agentic Workflows
OnTrade agentic workflows run on top of deterministic quantitative models.
OnTrade agentic workflows run on top of deterministic quantitative models.
OnTrade agentic workflows run on top of deterministic quantitative models.
Work is executed as structured steps with clear inputs, outputs, and decision traces.
Work is executed as structured steps with clear inputs, outputs, and decision traces.
Work is executed as structured steps with clear inputs, outputs, and decision traces.
Teams stay in control through review and approval, while the platform compresses manual analysis and documentation.
Teams stay in control through review and approval, while the platform compresses manual analysis and documentation.
Teams stay in control through review and approval, while the platform compresses manual analysis and documentation.
Founded 2024 in Seattle, WA
Our team of tech and finance veterans are proudly funded by top-tier investors.
Our team of tech and finance veterans
are proudly funded by top-tier investors.
SOC II Type 2 Certified
We use encryption in transit and at rest, role-based access controls, and audit logging for key actions.
