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$4B+ under advisement
More Wealth,
Less Management
Automate personalized portfolio management across all client accounts. Spend less time doing more.
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10,000+ Client Portfolios Run on Pave
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Save up to 18 hours a week1
Advisers spend an average of 18 hours a week managing client money and preparing for meetings. Move that number toward 0 with automated portfolio management, personalized client solutions, and in-depth reporting.
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Automation
Automate portfolio management & trading
Automate active management as well as trade execution and settlement across all client accounts. Experience true, hands-free portfolio management without leaving your custodian.
Dive Into Automation
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Personalization
Accommodate any request
Enhance existing investment strategies or create new ones. From model portfolios to individualized SMAs, Pave can generate custom solutions that support your entire book of business.
Dive Into Personalization
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Reporting
Streamline client communication
Access clear and actionable reporting to facilitate client conversations. Gain insight into absolute & relative performance, realized gains & losses, in-depth allocation breakdowns, and more.
Dive Into Reporting
Build your vision with Pave
Tailor Pave to create solutions for specific firm or client needs.
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Direct Indexing &
Tax Loss Harvesting
Control tracking error to a chosen benchmark while generating tax alpha.
Learn More
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Value-based
Personalization Screens
Create portfolios that meet ESG, religious, or other value-based standards.
Learn More
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Concentrated Position Management
Optimize around concentrations to create bespoke, risk-managed portfolios.
Learn More
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Long Tail Account Automation
Automate smaller client accounts to reduce workload without sacrificing service.
Learn More
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Custom Direct Indexing
Meet client demands and control tracking error with individual asset allocations.
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Strategy Optimization
Input a list of desired assets and receive an optimized portfolio allocation.
Learn More
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Set up once, benefit forever
Invest 18 hours up front to gain up to 18 hours every week.2
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Day 1
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Day 1
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Day 1
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Provide Custodian Details
Advisers provide Pave with custodian(s) account details and sign relevant agreements.
30 min
Day 1
Pave
Pave Introduction
Client support specialist provides an introduction to Pave and hands on support as advisers set up their first portfolio.
30 min
Custodian
Custodian Integration
Custodian configures connection to ensure appropriate client data flows securely to the adviser’s Pave account.
1-3 days
Adviser
Group Accounts
Once the custodian(s) are integrated, advisers organize their accounts into preferred groupings.
1 hour
Adviser
Configure Preferences
Advisers implement the plan aligned on in the personalization consultation with dedicated Pave support if necessary.
1-2 days
Day 4
Day 5
Pave
Personalization Consultation
Client support specialist works with advisers to understand the firm's needs and construct a custom implementation plan.
1 hour
Custodian
Final Configuration
Pave representatives support advisers by answering questions as well as configuring any additional data feeds and account permissions.
1-2 days
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Day 6
Enjoy Pave’s Benefits Forever
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Day 1
Adviser
5 min
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
Pave
30 min
Pave Introduction
Client support specialist provides an introduction to Pave and hands on support as advisers set up their first portfolio.
Adviser
30 min
Provide Custodian Details
Advisers provide Pave with custodian(s) account details and sign relevant agreements.
Custodian
1-3 days
Custodian Integration
Custodian configures connection to ensure appropriate client data flows securely to the adviser’s Pave account.
Day 4
Adviser
1 hour
Group Accounts
Once the custodian(s) are integrated, advisers organize their accounts into preferred groupings.
Pave
1 hour
Personalization Consultation
Client support specialist works with advisers to understand the firm's needs and construct a custom implementation plan.
Day 5
Adviser
1-2 days
Configure Preferences
Advisers implement the plan aligned on in the personalization consultation with dedicated Pave support if necessary.
Pave
1-2 days
Final Configuration
Pave representatives support advisers by answering questions as well as configuring any additional data feeds and account permissions.
Day 6
Enjoy Pave’s Benefits Forever
Avg Onboarding Time
5 days
Avg Time Saved per Year
60 days
Integrated with:
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Maximize time, money, and client trust
Enjoy the benefits of automated portfolio management, worry-free.
Transition Management
Prevent friction and potential losses in portfolio transition
Transition existing portfolios smoothly with turnover control, tax management, and optimization around concentrated positions.
Learn More
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Risk Management
Manage risk in any market environment
Keep portfolios on top of evolving market conditions with proprietary technology that has outperformed the S&P 500 by an average of 3.10% per year for over a decade.3
Learn More
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Tax Management
Ensure tax objectives are met
Set strict capital gains limits, maximize loss harvesting, or simply have Pave weigh tax implications against performance objectives when making investment decisions.
Learn More
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Compliance
Maintain firmwide compliance and audit readiness
Enforce firm policies through centrally managed investment parameters and account permissions. Confidently navigate audits with 6 years of stored client account data.
Learn More
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Advisers Trust Pave to Manage $4B+ in Client Assets4
“I am obsessed with your product!”
Independent Investment Adviser
$500+ million in AUM
Testimonial provided on May 15th, 2024, by an Independent Investment Adviser with $500+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
“Pave has been a valuable addition to our investment offerings, providing a seamless way to match or even outperform index returns.”
TCP Asset Management
$822 million in AUM
Testimonial provided by TCP Asset Management in March of 2025. TCP Asset Management is a current client of Pave Finance, Inc. (“Pave”). TCP Asset Management is an Independent investment adviser with $822 million in AUM. No compensation was provided in exchange for this testimonial.
“The Pave technology has greatly simplified our trading and rebalancing. It has also enhanced the returns of our portfolio. We wouldn't be without it!”
Fried Asset Management, Inc.
$29 million in AUM
Testimonial provided by Fried Asset Management, Inc. in March of 2025. Fried Asset Management, Inc. is a current client of Pave Finance, Inc. (“Pave”). Fried Asset Management, Inc. is an Independent investment adviser with $29 million in AUM. No compensation was provided in exchange for this testimonial.
“This gives me the ability to increase capacity without sacrificing personalization.”
Independent investment Adviser
$100+ million in AUM
Testimonial provided on May 29th, 2024, by an Independent Investment Adviser with $100+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
Welcome to the Future of Wealth Management
From onboarding to optimization, give your clients more, all while doing less.
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