Addressing Advisor Challenges with Pave Pro

We are now a week removed from Schwab Impact 2024, and our team has taken a lot away from the experience. However, over those three days, it became crystal clear that advisors were concerned about three main issues:

1. Streamlining workflow to handle the complexities of managing client portfolios
2. Meeting the growing demands for customization from clients
3. Sustaining profit margins while burdened with costly 3rd party manager fees that can often exceed 1% of AUM

In talking with advisors, we were inspired by their belief that Pave Pro can not only help them address these issues but ascend beyond them. Our platform empowers advisors to efficiently manage client accounts, regardless of size, using Pave’s ability to automate portfolio management and trading. Our technology also enables advisors to adhere to client Investment Policy Statements, no matter how unique. To top it off, this can all be achieved with a flat subscription or low monthly AUM fee.

At the end of the day, we learned what we already knew: Pave Pro is a platform that only comes to life when called to support the relationship between an advisor and a client. We are incredibly grateful for the thousands of relationships that have already put their trust in us. For those who have yet to do so, we look forward to saving you time and money while forging the next generation of wealth management together.

Take the first step towards the future today.

If you want to give yourself and your firm an even better gift than the ones we offered at Schwab Impact, please reach out by emailing sales@pavefinance.com

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1. 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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