OnTradeAI Information

OnTrade is an AI-native operating platform for wealth-management firms. It sits across the tools your firm already runs and unifies them, so the work starts in one place instead of six logins. On top of that single window, your firm's own AI drafts proposals, portfolio reviews and client documents from live data across your systems. The analysis is deterministic, the numbers are current, and the judgment calls stay with your team. Your policies and your voice govern the work. Your team approves it before it reaches a client. Firm-isolated data, excluded from model training, with role-based least-privilege access and MFA on privileged access.