Pave Pro Is Back at Schwab Impact

Over the last year, our focus has been on building upon client feedback and adding features that aim to help advisors save time, save money, and beat client expectations. Here are some of the features that have done exactly that: 

Easy Account Setup

• Custodian Connection: Advisors can see all linked sub-accounts automatically and, in minutes, group accounts based on relationships or strategy.

• Investment Templates: Advisors can create templates to easily manage client personalization requests. Use them to recreate and automate the management of existing model portfolios or design new strategies in just a few clicks.

Cash Management

• Cash Overview: Each portfolio now features a dedicated cash panel that displays the current amount of cash and cash equivalents and their respective percentage allocation.

• Target Cash Allocation: Advisors can configure target cash allocations for portfolios via templates or individual portfolio preferences.

• Reinvest Excess Cash: If there is ever more cash than desired in a portfolio, users can now request trade suggestions to invest just the excess cash rather than triggering a full portfolio update or having to wait for the regular update cadence.

Portfolio Management

• Approved Buy Lists: Buy Lists seamlessly integrate with Pave Pro’s portfolio construction and active management functionality to help ensure all recommendations align with approved assets and meet compliance and regulatory standards. Approved owners can also build and edit as many Buy Lists as they want. 

• Multi-Asset Class Personalization: Advisors can access increased personalization capabilities and support for multi-asset class portfolios, which offer more holding options than equity-only portfolios. 

These changes are just the beginning of how Pave Pro has become the wealth management platform built to ease advisor workflow and increase profit margins. We look forward to seeing you at our booth and discussing what Pave Pro can do for you. 

Also, as a sneak peek for those who read this far, click the link below for a chance to sign up early for our Schwab Impact raffle. Get a chance to win custom wooden putters or a generous donation to a co-sponsored event. 

Enter the Raffle

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