AI that puts everything your firm knows to work
Your firm’s own agent. It draws on data from across your systems and turns it into intelligence your team can act on—all while your existing tools and workflows stay in place.
How the platform works
Today, disconnected systems create more work for your team
Each one does its job. But moving data, context, and decisions across them still falls to your team.
One graph underneath your systems.
OnTrade’s ontology resolves scattered records around the household, connecting people, accounts, documents, and promises.
AI Agents work from the whole picture.
They calculate with exact tools, follow your workflows, and produce work—with every step logged.
Talk to your agent
Ask for the work in the same language you would use with a colleague. It starts with the household, then draws in only the data and context needed for the task.
Prep me for the Okafors on Thursday — what’s changed since April, and did we promise them anything?
Results you can verify
The brief comes back with every number and insight traceable to the underlying source data.
Wed Aug 12 · 8:04 AMThe Okafors
Meeting brief · Thursday 10:00 · 4 sources
Agenda
- Where the cash should go: three options drafted
- The 529 rollover: forms prefilled for review
Your logic sits between the model and the work.
The platform operates within the rules, context, and procedures your firm configures.
Intelligence that compounds over time
Each new source deepens the context around every household and expands what your agent can do.
Integration is our work—not another project for your team
You provide access and define what right looks like. OnTrade handles the rest—through launch and as your firm grows and changes.
Map
Organize
Reconcile
Expand
Your security model, inherited.
OnTrade works inside the controls you already have.
- Read-only by default. Writing back needs your approval.
- We protect your data from being used to train public models.
- Your permissions carry over — teams, roles, and walls.
- Every agent action lands in the audit trail.
See how OnTrade fits your firm
We’ll learn how your firm works, walk you through the platform, and talk through where agents would take the first work off your team.