Built with wealth firms. Live in weeks.
OnTrade is in production with wealth firms from boutique RIAs to national roll-ups — integrating systems, launching firm-specific workflows, and giving advisors more time for clients.
The $10B firm with an initial launch in three weeks.
Coastal Bridge Advisors manages approximately $10 billion for clients from Westport, Connecticut. Coastal Bridge’s growth through acquisition brought together CRM, planning, portfolio management, estate, and trading systems across the business. OnTrade connected those systems so advisors and leadership could work from a holistic view of each client and the firm.
- Week 3: First capability live in production, a firm-wide advisor dashboard
- Week 4: Four firm-specific capabilities delivered
- Week 5: Seven systems connected, including Salesforce, Orion, planning, estate, and trading tools
- Next phase: Planning workflows built around a comprehensive client picture assembled across connected systems
Coastal Bridge kept its existing technology investments while OnTrade connected the data and workflows across them. They got immediate value without changing any of their existing systems, plus a foundation that expands as the firm grows.
“Client retention is everything to our business. OnTrade is how we will continue to build longer, richer, deeper client relationships.”
From team members across many firms.
“What you’ve built is really intuitive. I wish I had it when I was doing portfolio analysis in FactSet and Bloomberg.”
“Calculating return attribution is extremely complicated. I tried doing it in Excel, and it’s still not complete. Your system calculates it instantly.”
“The ability to glide portfolios back to the model exactly how you want is what we’ve been looking for. Having the tax-loss harvester customizable to our firm’s models is a major advantage. That is something we cannot do today.”
“To have this type of analysis available so quickly is amazing. It’s a beautiful way to take complex data and convert it into a useful story.”
Built around how your firm works.
Firm-wide dashboards shaped around the metrics, books of business, and signals your leadership team uses to run the firm.
We connect your custodian, CRM, planning, portfolio-management, trading, estate, and in-house systems so data and work move across them.
Auditable workflows built around how your team operates, from planning reviews and proposal generation to cash requests and follow-up.
We reconcile fragmented data into a consistent model, giving every dashboard, workflow, and AI capability the same trusted client and firm context.
Proposals, reports, and other client materials reflect your firm’s brand, language, investment frameworks, and proprietary models.
How we partner.
A cross-functional OnTrade team works with your firm from onboarding through execution. Integration is our work, not your project.
We begin with a high-value capability and the systems behind it, delivering connected data and production capabilities in weeks. From there, the platform expands with your priorities.
Your firm sets the permissions, guardrails, and approvals. Agents handle the work within them, and nothing reaches a client without your firm’s approval.
Built for independent RIAs, hybrid firms, multifamily offices, and enterprise wealth organizations.