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GeekWire ya ba da rahoton cewa masu haɗin gwiwar Pro.com sun ƙaddamar da OnTrade, farawa na sarrafa dukiyar AI.

GeekWire ya ba da rahoton cewa masu haɗin gwiwar Pro.com Raji Subramanian da Matt Williams sun ƙaddamar da OnTrade tare da tsohon shugaban saka hannun jari na Bankin Amurka Zachary Harl. Farawa yana haɗa software na sarrafa dukiya da ke akwai kuma yana amfani da wakilan AI don sake dubawa na fayil, girbin asarar haraji, sa ido kan asusu, da…

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Source-provided image accompanying GeekWire reports Pro.com co-founders launch OnTrade, an AI wealth-management startup
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geekwire.comhttps://www.geekwire.com/2026/pro-com-co-founders-reunite-to-launch-ontrade-an-ai-startup-for-the-wealth-management-industry/
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Me ya faru

GeekWire ya ba da rahoton cewa masu haɗin gwiwar Pro.com Raji Subramanian da Matt Williams sun ƙaddamar da OnTrade, farawa na tushen Seattle wanda aka mayar da hankali kan software na AI don kamfanonin sarrafa dukiya. Sun kafa kamfanin ne tare da tsohon babban jami'in zuba jari na Bankin Amurka Zachary Harl. A cewar GeekWire, OnTrade yana aiki a sirri tun 2024 kuma ya tara adadin da ba a bayyana ba daga Janar Catalyst, Madrona, da masu saka hannun jari na mala'iku.

GeekWire ya ba da rahoton cewa OnTrade yana haɗa software da masu ba da shawara kan kuɗi suka rigaya suka yi amfani da su, gami da gudanarwar dangantakar abokin ciniki, lissafin fayil, ciniki, da tsarin yarda, ta hanyar sadarwa guda ɗaya. Daga nan sai kamfanin ya tura wakilan AI don yin ayyukan da masu ba da shawara suka saba aiwatar da su da hannu. Misalan da GeekWire ya kawo sun haɗa da bincika fayil ɗin don samun damar girbi-asara-haraji, ba da alama asusu waɗanda suka ƙaura daga rabon maƙasudi, da tsara shawarwarin abokin ciniki da rahotanni. Majiyar ta ce mutane sun amince da aikin kafin ya kai ga abokin ciniki.

A cewar GeekWire, OnTrade yana aiki a ƙarƙashin radar tun 2024 kuma ya tara adadin da ba a bayyana ba daga Janar Catalyst, Madrona, da masu zuba jari na mala'iku. Rahoton ya bayyana Jean Bredeche a matsayin babban jami'in fasaha; A baya ya kafa dandalin ciniki-algorithm na Quantopian kuma daga baya ya zama darekta na injiniya a Robinhood. Wadanda suka kafa kamfanin su ne Subramanian, babban jami'in gudanarwa; Williams, shugabanta; da Harl, babban jami'in zuba jari.

GeekWire ya ba da rahoton cewa kamfanoni na amfani da fasahar OnTrade daga ayyukan ba da shawara ga manyan kamfanoni na ƙasa. Williams ya gaya wa gidan yanar gizon cewa wani abokin ciniki ya yi amfani da dandalin don cin nasara a asusun ofishin iyali na dala biliyan kuma wani ya dawo da cikakken farashin dandali na shekara a cikin ƙasa da kwanaki 30. Waɗannan iƙirari ne na kamfani da GeekWire ya ruwaito. Madogararsa baya gano abokan ciniki, bayyana farashin dandamali, ko ba da takaddun shaida na kowane sakamako.

Rahoton ya sanya bayyanar OnTrade jim kadan bayan Vanguard ta amince ta mallaki dandamalin sarrafa dukiya Altruist. GeekWire ya ce an kiyasta darajar yarjejeniyar a kan dala biliyan 4 kuma wadanda suka kafa OnTrade suna kallonta a matsayin shaida na karuwar sha'awar kayayyakin sarrafa dukiya. OnTrade ya bambanta da Altruist, kamar yadda GeekWire ya bayyana, saboda yana haɗawa da tsarin da ake dasu maimakon buƙatar kamfanoni su matsar da kadarorin abokin ciniki zuwa sabon mai kula da su ko maye gurbin tarin fasahar su.

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Me ya sa yake da mahimmanci

OnTrade yana wakiltar wata hanya ta tsaye-AI da ke da nufin sarrafa takamaiman, ƙayyadaddun ayyukan ayyukan kuɗi yayin barin tsarin kamfanoni da tsare-tsaren tsare kadarorin abokin ciniki a wurin. Idan dandamali ya yi kamar yadda aka bayyana, zai iya taimaka wa kamfanoni masu ba da shawara su kula da ƙarin abokan ciniki ba tare da buƙatar cikakken canjin fasaha ba. Majiyar ba ta tabbatar da da'awar ayyukan kamfanin ko sakamakon abokin ciniki ba.

Firam ɗin rahoton GeekWire OnTrade azaman misali na AI da aka gina a kusa da takamaiman aikin ƙwararru maimakon bayar da shi azaman ƙirar manufa ta gaba ɗaya. Harl ya gaya wa kanti cewa samfuran tushen tushe sun fi amfani idan an haɗa su da fayil ɗin kamfani, manufofi, ƙa'idodin bin ƙa'idodin, da dangantakar abokan ciniki. Wannan bambance-bambancen yana da mahimmanci saboda sarrafa dukiya yana haɗa aikin gudanarwa mai maimaitawa tare da yanke shawara waɗanda zasu iya shafar tanadin mutane, haraji, da tsare-tsaren kuɗi.

Dabarun haɗin gwiwar kamfanin na iya rage shingen ƙungiya don gwada AI. GeekWire ya ba da rahoton cewa OnTrade baya buƙatar kamfanoni don maye gurbin software na yanzu ko canja wurin kadarorin abokin ciniki. A ka'ida, hakan na iya sauƙaƙe ɗaukar ɗauka don ayyukan shawarwari waɗanda suka dogara da kafaffen CRM, fayil, ciniki, da kayan aikin yarda. Ko wannan fa'idar zai dogara ne akan ingancin haɗin kai, izinin shiga bayanai da ake buƙata, da ikon duba ayyukan wakilai.

yuwuwar fa'idar jama'a da kamfani ya bayyana shine babban damar samun shawara. Subramanian ya gaya wa GeekWire cewa sarrafa dukiya yana da matsalar samun damar shiga maimakon matsalar buƙatu, yayin da rahoton ya ce waɗanda suka kafa sun yi imanin aiki da kai na iya taimakawa masu ba da shawara su yi hidimar abokan ciniki. Wannan kyakkyawan dalili ne na kasuwanci, amma tushen ba shi da wata shaida da ke nuna cewa OnTrade ya faɗaɗa dama ga gidaje masu karamin karfi, rage kudade, ingantaccen shawara, ko canza rarraba ayyukan kuɗi.

Saitin kuɗi kuma yana ɗaga matsayi mafi girma don dogaro fiye da aikin ofis na yau da kullun. Wakilin da ke kuskuren karanta bayanan asusu, yana aiwatar da dokar haraji ba daidai ba, ya tsara shawarar da ba ta dace ba, ko kuma ya gaza haɓaka wani lamari da ba a saba gani ba zai iya haifar da sakamako na kuɗi ko bin doka. GeekWire ya ba da rahoton cewa mutane sun yarda da fitarwa, amma ba ya bayyana tsarin amincewa, abubuwan sarrafawa game da ciniki ko ayyukan da suka shafi haraji, ƙimar tsarin, ko yadda kamfanoni ke ba da alhakin lokacin da aikin wakili bai dace ba.

Interactive Mechanism

Ingantacciyar hanyar sadarwa: Yadda A zahiri yake Aiki

Bincika fasahar da ke bayan wannan ci gaban ta hanyar mu'amala.

Agent Lifecycle Stage:
1
User Intent & Planning: "Audit customer refund request #4092 and settle payment."
2
Tool Calling: Emits structured JSON call crm_get_transaction(id='4092').
3
Guardrail & Verification:🛡️ Paused: High-value action requires human operator sign-off.
4
Final Settlement: Refund recorded, email receipt dispatched, and audit log stored.
Core takeaway: An AI agent is not just a language model—it is a closed loop of planning, tool invocation, and environment feedback. Production systems require self-healing retries and strict human approval guardrails.
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AI Agents Quiz

An agent must create a draft calendar event for Tuesday at 2 p.m. Which evidence would establish the requested result?

Abin kallo na gaba

Mahimman tambayoyin shine ko haɗin gwiwar OnTrade yana aiki da dogaro a cikin kamfanoni daban-daban na ba da shawara, yadda ake kula da wakilansa, da kuma ko amincewar ɗan adam ya isa ga haraji, ciniki, yarda, da haɗarin sadarwar abokin ciniki. GeekWire ya ba da rahoton cewa kamfanin yana da abokan ciniki kuma ya buga sakamakon da kamfanin ya kawo, amma labarin ba ya bayar da gwaji mai zaman kansa, sunayen abokin ciniki, sakamakon kuɗi, farashi, cikakkun bayanai na tsari, ko shaidar cewa fa'idodin da aka ruwaito wakilci ne.

Mafi mahimmancin batu na kusa shine shaida na aiki a waje da misalan da aka zaɓa na kamfani. GeekWire ya ba da rahoton da'awar abokin ciniki game da cin nasarar asusun ofishin iyali da dawo da farashin dandamali, amma baya tabbatar da su da kansa. Rahoton mai fa'ida mai fa'ida zai gano nau'ikan kamfanoni masu amfani da OnTrade, bayyana ayyukan da aka kunna a zahiri, da kwatanta sakamako tare da hanyoyin ba da shawara na al'ada a cikin babban samfurin abokin ciniki.

Hakanan yakamata masu karatu su kalli yawan ikon da wakilan OnTrade ke karba. Majiyar ta bayyana jami'ai waɗanda ke bincika fayiloli, tuta tuta, da daftarin takardu, tare da mutane sun yarda da aikin ƙarshe. Ba ya faɗi ko wakilai za su iya sanya ciniki, canza fayil, tuntuɓar abokan ciniki, ko canza bayanan yarda. Bayyana waɗancan iyakoki zai nuna ko OnTrade da farko kayan aikin nazari ne da zayyanawa ko kuma tsarin da ke da ikon ɗaukar ayyukan kuɗi masu mahimmanci.

Gudanar da bayanai zai zama jigon ɗauka. GeekWire ya ce OnTrade yana haɗa nau'ikan software na kuɗi da yawa, amma rahoton bai yi cikakken bayani game da inda ake sarrafa bayanai ba, yadda ake adana bayanan abokin ciniki, ko masu samar da samfuri suna karɓar sa, yadda ake shigar da shiga, ko yadda kamfanoni za su iya dubawa da share bayanan da aka samar. Waɗancan tambayoyin suna da dacewa musamman lokacin da dandamali ke ɗaukar bayanan fayil da alaƙar abokin ciniki.

Gasa da tsarin kasuwa zai samar da wani gwaji. GeekWire sunaye Orion Advisor Solutions, Envestnet, da Adepar a matsayin 'yan wasa da aka kafa da kuma rahotanni cewa OnTrade yana kallon su a matsayin abokan haɗin gwiwa maimakon abokan hamayya kai tsaye. Ya kamata ɗaukar hoto mai bin diddigin tabbatar da ko waɗannan kamfanoni suna ba da izinin haɗin kai da ake buƙata, ko suna gina fasalin wakili mai kama da kansu, kuma ko kamfanoni a ƙarshe sun fi son abin rufewa kamar OnTrade ko dandamali ɗaya. Madogararsa baya bayar da farashi, kudaden shiga, jimillar kudade, ƙidayar abokin ciniki, filaye na tsari, ko ƙima mai zaman kansa na samuwa.

Jagorori masu alaƙa & tambayoyin tambayoyi

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