ontrade.ai provides a unified AI platform that connects a firm's data and applications through a single interface, enabling AI agents to execute real work across CRM, planning, custodians, and reporting systems. The platform emphasizes data security by keeping client information walled within the firm's infrastructure while delivering computed, repeatable results. It transforms natural language requests into complete deliverables, such as assembling a client-ready annual review from connected systems.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisory firms struggle with fragmented data spread across multiple systems, forcing staff to manually toggle between CRM, planning, custodial, and reporting platforms. This fragmentation leads to inconsistent responses, potential client data exposure, and an inability to execute real work efficiently across disconnected tools.
Solution
ontrade.ai delivers a unified AI platform that gives firms a single window across their data and applications, with AI agents that execute tasks while keeping human oversight. The platform connects to existing infrastructure—including CRM, planning, custodians, and reporting systems—enabling agents to pull information and take action across these tools. Users interact through a chat interface that transforms natural language requests into computed, repeatable results, such as assembling a client-ready annual review from every connected system. Unlike generic AI chat windows that provide inconsistent answers, ontrade.ai runs on the firm's own infrastructure, ensuring data remains walled and secure while delivering reliable, auditable outcomes.
Target Audience
Primary customers are wealth management firms, RIAs, and financial advisory practices that need to unify their data and automate workflows across multiple systems while maintaining strict data security and compliance.
Features
- Unified interface connecting to CRM, financial planning, custodial, and reporting systems in one window
- AI agents that execute multi-step workflows, such as generating client-ready annual reviews from connected data
- Firm-deployed infrastructure that keeps client data walled and secure, unlike public AI chat tools
- Computed and repeatable responses that ensure consistency across users and interactions
- Natural language interface that supports complex asks, from understanding business performance to driving ROI
- Integration with existing assistant ecosystems, including Copilot and ChatGPT, while adding firm-specific context