Expanded Personalization for Multi-Asset Class Portfolios

Pave Pro is a wealth management tool that optimizes how advisors construct and manage client portfolios while simplifying their daily workflow. With our technology, advisors can automate the management of client portfolios, reduce reliance on third-party managers, and meet the growing demand for personalized portfolios. 

In fact, Pave Pro has recently further empowered advisors to manage personalized portfolios at scale with the launch of multi-asset personalization.

With our latest release, the extensive personalization capabilities of the Pave Pro platform extend beyond just equities. Now advisors can use Pave Pro to accomplish the following with multi-asset class as well as equity only portfolios:

✅ Exclude specific assets or entire asset classes to align with client investment preferences
✅ Apply factor tilts to adjust portfolio exposures
✅ Define target cash allocations for liquidity needs

✅ Set target asset counts for portfolio optimization
✅ Apply Buy Lists to ensure alignment with firm-approved assets

Let’s use an example to illustrate the power of this newly released functionality. Say a client wants a value portfolio with exposure to stocks, bonds, commodities, and currencies but no crypto. Your firm also only allows you to invest in a set list of ETFs that fall under a cost ratio threshold. As a result, you want to make sure the client's portfolio is only constructed using assets both they and your firm approve of. With Pave Pro, the path to building the perfect portfolio is simple.

To address the clients concerns, advisors would go to Investment Preferences, click on the Factor Tilt section and select Value in the dropdown for Investment Style. In Investment Preferences, advisors can also easily exclude crypto as an asset class. 

Pave Pro’s Buy Lists ensure all recommendations align with approved assets to ensure clients are invested in firm-approved assets. Advisors can apply these Buy Lists to multiple portfolios simultaneously, empowering them to easily enforce firm-specific guidelines.

These enhanced personalization tools empower advisors to efficiently construct and manage portfolios that align with client goals without compromising scale or compliance.

Ready to see it in action? We’re offering a free trial so you can experience firsthand how Pave Pro simplifies multi-asset portfolio management.

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 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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