Next Generation Portfolio Customization

Clients are looking for increasingly personalized investment guidance. They want to exclude certain sectors, industries, or assets and sometimes they even have existing asset bases they want advisors to manage around. Meeting these client needs with model portfolios is close to impossible and direct indexing only solves a piece of the puzzle.

Pave Pro empowers advisors to create one-of-one investment portfolios at the touch of a button. Simply choose the benchmark that best suits your client’s risk tolerance, input any sector, industry, or asset exclusions, and identify which assets your client is unwilling to sell. Pave then generates a custom list of buy and sell recommendations that suit current market conditions and your client’s preferences and goals.

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On top of all of that, Pave Pro gives advisors the ability to automate ongoing management so any updates that get made as market conditions shift will be traded automatically within client accounts.

Tax implications are considered too. Pave Pro weighs the benefit of selling or holding an asset against its embedded gain or loss. Additionally, when gains are realized, Pave Pro attempts to offset them by realizing losses. Pave Pro also identifies replacement assets that strive to maximize potential returns and keep portfolio risk exposure consistent.

To learn more, please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.

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“Pave Pro enables me to meet the client needs I never could with direct indexing or model portfolios.” - RIA, $500M AUM

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