All-in-one Portfolio Management
Are you looking for ways to cut down on portfolio management expenses? What if there were a way to do so while saving you time and increasing the service level you can provide your clients? How about if it were all available through your existing custodian meaning you could get up and running in under 2 weeks without moving any assets?
If those questions piqued your interest, we have some good news for you!
Pave Pro is an all-in-one portfolio management suite that automatically builds, manages, and trades bespoke portfolios for each client. No need to pay exorbitant fees to TAMPs and 3rd party managers while juggling rebalancers and trade blotters.
Use our existing integration with Schwab Advisor Services™ to feed in client data, enter your clients’ Investment Policy Statements, and then let Pave Pro handle the rest. Get set up in under 2 weeks and potentially save your firm millions by taking advantage of our flat monthly subscription pricing model.
Pave Pro harnesses technology that was previously used to manage billions for investors with a minimum account size of $50 million. Now, it is integrated with Schwab Advisor Services Data Delivery and available to you. Material about Pave Pro is available on the Schwab Advisor Services Provider Listings page.
With Pave Pro you can:
- Automate portfolio management to free up time
- Personalize portfolios to your client’s values
- Manage around your client’s existing assets
- Imbed your own expert market view
- Run custom tax management
If interested, please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.
“I don’t have to waste time or money dealing with 3rd party managers anymore. This thing is a game changer.” - RIA, $500M AUM (1)
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1. Testimonial provided by Josh Allen in April of 2024. Josh is a current client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Pave Pro software is available from Pave Labs, LLC through a software licensing agreement. Depending on how you engage with the software, you may enter into relationships with Pave Labs, LLC, affiliates, described below.
We take protecting your data and privacy very seriously. Please see our privacy policy here.
Using Pave Labs’ automation system requires engaging investment advisory services through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Labs, LLC. Such registrations do not imply any level of expertise.
Pave Investment Advisors, LLC do not offer tax or legal advice.
The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.
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