Pro.com co-founders reunite to launch OnTrade, an AI startup for the wealth management industry
THE SO WHAT
OnTrade’s AI agents doing analytical work for advisors is another step toward unbundling the “spreadsheet brain” inside wealth management. RIAs and private banks should assume that research and portfolio construction will be agent-heavy within a few years—start by identifying which analyst tasks can be safely offloaded and how you’ll audit those agents’ decisions.
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