Power Profits with Pave Pro
Connect Your Custodian
Pave Pro integrates directly with your custodian and does not require client sign-off, meaning you can get set up in under two weeks.
Organize Your Relationships
Create custom portfolio groupings to easily manage client relationships and view performance, trading activity, and portfolio allocation.
Craft Bespoke Portfolios
Pave Pro builds one-of-one portfolios for each client crafted around existing assets, risk tolerance, exclusions, tax situation, current market circumstances, and more.
Automate Ongoing Management
Pave Pro automatically updates client portfolios as markets or preferences change. Advisors can manually approve updates or turn on full automation.
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Connect Your Custodian
Pave Pro integrates directly with your custodian and does not require client sign-off, meaning you can get set up in under two weeks.
Organize Your Relationships
Create custom portfolio groupings to easily manage client relationships and view performance, trading activity, and portfolio allocation.
Craft Bespoke Portfolios
Pave Pro builds one-of-one portfolios for each client crafted around existing assets, risk tolerance, exclusions, tax situation, current market circumstances, and more.
Automate Ongoing Management
Pave Pro automatically updates client portfolios as markets or preferences change. Advisors can manually approve updates or turn on full automation.
Connect Your Custodian
Pave Pro integrates directly with your custodian and does not require client sign-off, meaning you can get set up in under two weeks.
Organize Your Relationships
Create custom portfolio groupings to easily manage client relationships and view performance, trading activity, and portfolio allocation.
Craft Bespoke Portfolios
Pave Pro builds one-of-one portfolios for each client crafted around existing assets, risk tolerance, exclusions, tax situation, current market circumstances, and more.
Automate Ongoing Management
Pave Pro automatically updates client portfolios as markets or preferences change. Advisors can manually approve updates or turn on full automation.
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Portfolio Management is Now the Easy Part
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Portfolio Management is Now the Easy Part
Watch Now
Save Money
Our technology enables us to offer better service at a better price. Unlike 3rd party managers with fees that can exceed 1% of your AUM, Pave Pro charges a flat subscription fee that could save you significant sums.
Save Time
Pave Pro gets you set up in under two weeks and allows you to automate all accounts regardless of size. Simply tell Pave Pro what you need and it will build, manage, & trade a personalized portfolio for each client.
Exceed Expectations
Effortlessly adhere to any client Investment Policy Statement (IPS) no matter how unique. Your clients deserve a fully tailored portfolio experience, and with Pave Pro, that is exactly what they get.
Seamless Integration
Pave Pro is fully integrated with Charles Schwab and Interactive Brokers with more on the way. Pave’s technology is sophisticated, but our easy onboarding process takes less than two weeks and requires no integration fees.
1
Sign off on Pave Pro’s integration with your custodian
2
Wait less than a week while Pave collects your client portfolio data
3
Group client accounts, set investment preferences, and approve suggested trades
After that, trading and ongoing management is initiated. You only need to adjust portfolios when client preferences change. This is the next generation of investing.
Several billion dollars actively run through Pave Pro
Learn More
“This is awesome!”
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Independent Investment Adviser
$700 million in AUM
Testimonial provided on June 13th, 2024, by an Independent Investment Adviser with $700 million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
“I am obsessed with your product!”
Independent Investment Adviser
$500+ million in AUM
Testimonial provided on May 15th, 2024, by an Independent Investment Adviser with $500+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
“This gives me the ability to increase capacity without sacrificing personalization.”
Independent Investment Adviser
$100+ million in AUM
Testimonial provided on May 29th, 2024, by an Independent Investment Adviser with $100+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
“This makes me feel like a hedge fund manager with 10 analysts.”
Independent Investment Adviser
$300 million in AUM
Testimonial provided by Dre Griggs in August of 2023. Dre is not a current client of Pave Finance, Inc. (“Pave”) or any of Pave’s affiliated entities. Dre is an Independent investment adviser with $300 million in AUM. No compensation was provided in exchange for this testimonial.
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Powering the Next Generation of
Portfolio Management
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© Copyright 2024 Pave Finance, Inc. All Rights Reserved
4 Source: Vanguard; Pave performance is actual performance of the Islay affiliate Systematic Alpha investments, LLC. Please see disclaimers at the end for more details
The above material is for educational purposes only and not an offer, solicitation, or recommendation. Investing is speculative and involves risk, including the possible loss of principal. Performance herein is from Pave affiliate, Systematic Alpha Investments, LLC (“Systematic Alpha”). Systematic Alpha is a registered investment adviser. Such registration does not imply any level of expertise by the registrant. Performance assumes the reinvestment of all interest, capital gains, dividends, and fees and expenses of 0.5% charged on an annualized basis. Past performance is no guarantee of future results. Performance results may vary on an investor-by-investor basis.