Grow AUM
with Intelligence

OnTrade helps wealth management firms scale advisor capacity, client coverage, investment oversight, and executive visibility through one intelligence layer across the firm’s data, applications, portfolios, and workflows.

Request a Platform Demo

SOC 2 Type II

One window over your stack

Task agents to do the work

Advisor Dashboards

One window into all your
data and applications

One window into all your data and applications

Bring client, portfolio, planning, CRM, advisor activity, and workflow data into one view.

Agents working while
your team sleeps

Monitor portfolios, detect opportunities, prepare meetings, generate proposals, and surface priority actions before the day starts.

Firm intelligence
that compounds

Every workflow, recommendation, approval, and client interaction strengthens the firm’s retained intelligence about its clients.

While you were out

One view of everything. Agents working while you sleep.

One view of everything.
Agents working while you sleep.

One view of everything.
Agents working
while you sleep.

Every account, every day, OnTrade is looking for your next chance to be the hero.

Morning Book Review

Morning Book
Review

Start the day with the full book already organized.

AUM, revenue, clients, pipeline, goals, coverage, market data, and milestones in one advisor view.

Agentic Scenario Workflows

Theo, your AI Agent, runs the analysis. Your team reviews the output.

Compare scenarios, evaluate tradeoffs, and produce recommendations with rationale and decision trace.

Client-Ready Proposals

Client-Ready
Proposals

Turn analysis into a branded proposal in minutes.

Accounts, tax status, targets, scenarios, and constraints flow into editable client-ready output.

After learning your habits the agents can automatically offer help.
You decide what happens next.

“I think we can create a moat here by being faster, more agile, more thoughtful, and more creative than the next guys.
This is going to be a real game changer for our firm.”

Partner, CRO, Large Regional RIA

“Most firms like ours are still building things in-house. OnTrade makes that work scalable and helps us make better calls in real time.”

Regional SVP Investments, National Wealth Manager

“Calculating return attribution is extremely complicated. I tried doing it in Excel and it’s still not complete. OnTrade calculates it instantly.”

Financial Analyst, Boutique Wealth Firm

The headcount trap

Growth has always cost more headcount.
OnTrade breaks the link.

Days, not months

A core set of services connects your firm's data fast. Integrations are measured in days.

Personalized experience

Customize the experience for your firm with dashboards and tools specific to your workflow.

Hours → minutes

Work that used to take tens of hours – proposals, prep, reviews – runs in minutes.

How we do this

One walled garden. Ask it anything.

One walled garden.
Ask it anything.

All your data, unified and private to your firm — with AI tailored to your workflows and needs.
Ask anything across your entire stack and get an answer, not a search result.

The custom reporting that used to need a vendor's approval and a week of building? Just ask.

All your data, unified and private to your firm — with an AI interface on top. Ask anything across your entire stack and get an answer, not a search result. The custom reporting that used to need a vendor's approval and a week of building? Just ask.

How many recent client additions are drifting from their assigned models?

Searched across 600 households

Ran drift analysis on 1,852 portfolios

For 120 outliers

Ran optimization scenarios

There are 37 recent additions that are off-model.
3 need action now.

Household

Drift from Model

Recommendation

Cooper Household

+8.4%

⚖️ Rebalance

Nyguen Household

+6.9%

⚡️ Optimize

Patel Household

+5.8%

🗓️ Adjust Timing

Household

Drift from Model

Drift

Recommendation

Next Step

Cooper

+8.4%

⚖️ Rebalance

Nyguen

+6.9%

⚡️ Optimize

Patel

+5.8%

🗓️ Reschedule

View Full Report

Compliance-first approach

It does the work.
You decide what happens next.

It does the work.
You decide what
happens next.

Nothing reaches a client without your sign-off.
Your data lives in a walled garden, private to your firm, with encryption in transit and at rest, role-based access controls, and audit logging for every key action.

Nothing reaches a client without your sign-off. Your data lives in a walled garden, private to your firm, with encryption in transit and at rest, role-based access controls, and audit logging for every key action.

Secure AI

Encrypted in transit & at rest

Fully Auditable

SOC II Type 2 Certified

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Trusted at Scale

Used by firms representing more than $500 billion in AUM.

Used by firms representing
more than $500 billion in AUM

Founded by operators who built systems at scale within Amazon, Bank of America and Robinhood.

Founded by operators who built systems at scale within Amazon,
Bank of America and Robinhood

Backed by some of the most respected investors and technology leaders in the industry.

Backed by some of the most respected investors and
technology leaders in the industry.

Backed by some of the most respected investors and technology leaders
in the industry.

Request Access

Message Us

[email protected]

Grow AUMwith Intelligence

Grow AUMwith Intelligence

Grow AUMwith Intelligence

One window into all your data and applications

One window into all your data and applications

One window into all your data and applications

Bring client, portfolio, planning, CRM, advisor activity, and workflow data into one view.

Agents working whileyour team sleeps

Monitor portfolios, detect opportunities, prepare meetings, generate proposals, and surface priority actions before the day starts.

Firm intelligence that compounds

Every workflow, recommendation, approval, and client interaction strengthens the firm’s retained intelligence about its clients.

One view of everything. Agents working while you sleep.

One view of everything. Agents working while you sleep.

One view of everything. Agents workingwhile you sleep.

After learning your habits the agents can automatically offer help.You decide what happens next.

After learning your habits the agents can automatically offer help.You decide what happens next.

“I think we can create a moat here by being faster, more agile, more thoughtful, and more creative than the next guys. This is going to be a real game changer for our firm.”

“I think we can create a moat here by being faster, more agile, more thoughtful, and more creative than the next guys. This is going to be a real game changer for our firm.”

“I think we can create a moat here by being faster, more agile, more thoughtful, and more creative than the next guys. This is going to be a real game changer for our firm.”

“Most firms like ours are still building things in-house. OnTrade makes that work scalable and helps us make better calls in real time.”

“Most firms like ours are still building things in-house. OnTrade makes that work scalable and helps us make better calls in real time.”

“Most firms like ours are still building things in-house. OnTrade makes that work scalable and helps us make better calls in real time.”

“Calculating return attribution is extremely complicated. I tried doing it in Excel and it’s still not complete. OnTrade calculates it instantly.”

“Calculating return attribution is extremely complicated. I tried doing it in Excel and it’s still not complete. OnTrade calculates it instantly.”

“Calculating return attribution is extremely complicated. I tried doing it in Excel and it’s still not complete. OnTrade calculates it instantly.”

Growth has always cost more headcount.OnTrade breaks the link.

Growth has always cost more headcount.OnTrade breaks the link.

Days, not months

Days, not months

A core set of services connects your firm's data fast. Integrations are measured in days.

Personalized experience

Personalized experience

Customize the experience for your firm with dashboards and tools specific to your workflow.

Hours → minutes

Hours → minutes

Work that used to take tens of hours – proposals, prep, reviews – runs in minutes.

One walled garden. Ask it anything.

One walled garden. Ask it anything.

How many recent client additions are drifting from their assigned models?

How many recent client additions are drifting from their assigned models?

There are 37 recent additions that are off-model.3 need action now.

There are 37 recent additions that are off-model.3 need action now.

It does the work. You decide what happens next.

It does the work. You decide whathappens next.

Nothing reaches a client without your sign-off. Your data lives in a walled garden, private to your firm, with encryption in transit and at rest, role-based access controls, and audit logging for every key action.

Nothing reaches a client without your sign-off. Your data lives in a walled garden, private to your firm, with encryption in transit and at rest, role-based access controls, and audit logging for every key action.

SOC II Type 2 Certified

SOC II Type 2 Certified

Powered by Vanta

Powered by Vanta

Trusted at Scale

Trusted at Scale

Grow AUM
with Intelligence

Grow AUM
with Intelligence

Grow AUM
with Intelligence

One window into all your
data and applications

One window into all your
data and applications

Agents working while
your team sleeps

Firm intelligence
that compounds

One view of everything.
Agents working while you sleep.

One view of everything.
Agents working
while you sleep.

After learning your habits the agents can automatically offer help.
You decide what happens next.

After learning your habits the agents can automatically offer help.
You decide what happens next.

“I think we can create a moat here by being faster, more agile, more thoughtful, and more creative than the next guys.
This is going to be a real game changer for our firm.”

“I think we can create a moat here by being faster, more agile, more thoughtful, and more creative than the next guys.
This is going to be a real game changer for our firm.”

“I think we can create a moat here by being faster, more agile, more thoughtful, and more creative than the next guys.
This is going to be a real game changer for our firm.”

Growth has always cost more headcount.
OnTrade breaks the link.

Growth has always cost more headcount.
OnTrade breaks the link.

One walled garden.
Ask it anything.

There are 37 recent additions that are off-model.
3 need action now.

There are 37 recent additions that are off-model.
3 need action now.

It does the work.
You decide what happens next.

It does the work.
You decide what
happens next.

Nothing reaches a client without your sign-off.
Your data lives in a walled garden, private to your firm, with encryption in transit and at rest, role-based access controls, and audit logging for every key action.