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.

With Pave Pro you can get up and running in a matter of days and automate all of your small accounts, and even your large ones, for a flat monthly fee. Still want the 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 sales@pavefinance.com or pressing the button below. We look forward to speaking with you.

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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.

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