Offer Active Management While Saving Time

Adjusting portfolios as the markets change not only makes clients feel that they are in good hands but also creates material opportunity for outperformance. The challenge is that all the research required to successfully make these tactical adjustments is incredibly time consuming and still not guaranteed to be beneficial.‍

‍Though active management combined with time savings may come across as counterintuitive at best and impossible at worst, that is no longer the case. Through revolutionary technology, Pave Pro empowers advisors to achieve this balance all in one easy to use platform.

Try Pave Pro

Pave Pro integrates with a firm’s existing custodian, meaning getting up and running takes less than two weeks and does not require any assets to be moved. Once configured, Pave Pro takes in client preferences and generates bespoke and actively managed portfolios for each client that are optimized around their preferences, control risk to the chosen benchmark, and target outperformance.

Ongoing management is even easier as advisors can turn on automation so that periodic changes are made automatically to adjust for changing market constitutions. Tax management is available on all portfolios, meaning Pave Pro can reduce the tax implications of any transition and aims to maximize net returns on a go-forward basis.

Pave Pro’s proprietary technology was used to manage billions of dollars at a leading Wall Street Firm. This kind of portfolio management used to carry a $50M minimum, but now it’s available at any account size for a flat monthly subscription fee.

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 makes me feel like a hedge fund manager with 10 analysts.” - RIA, $300M AUM

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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. No compensation was provided in exchange for this testimonial.