Automate Your Small Accounts
We’ve all had to deal with the small associated family accounts that come as a package deal with that new client we’re excited to bring on. It’s a necessary evil, but it’s still a pain. Luckily, with Pave Pro, it doesn’t have to be.
Now you can automate your small accounts and spend your time where it’s most valuable. Pave Pro integrates with your custodian and enables you to automatically build, manage, and trade client portfolios down to $50.
With Pave Pro you can get up and running in under two weeks and automate all of your small accounts, and even your large ones, for a flat monthly fee. Still want final say? No problem, just turn off automation, review all suggested updates, and initiate trading with the click of a button.
If interested, please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.
“With Pave Pro I can allocate my time to the activities that drive revenue. ” - RIA, $500M AUM
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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.
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