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Maximize Upside
Automation
Automate management & trading
Personalization
Accommodate any request
Reporting
Streamline client communication
Minimize Downside
Transitions
Transition portfolios with ease
Performance
Manage risk in all market conditions
Tax
Ensure tax objectives are met
Compliance
Enforce compliance & audit readiness
Solutions
Direct Indexing & Tax Loss Harvesting
Control tracking error to a chosen benchmark while generating tax alpha
Value-based Personalization Screens
Create portfolios that meet ESG, religious, or other value-based standards
Concentrated Position Management
Optimize around concentrations to create bespoke, risk-managed portfolios
Long Tail Account Automation Portfolios
Automate smaller client accounts to reduce workload without sacrificing service
Custom Direct Indexing
Meet client demands and control tracking error with individual asset allocations
Strategy Optimization
Input a list of desired assets and receive an optimized portfolio allocation
Model Portfolios
Recreate existing investment strategies and apply them to any account
Individualized SMAs
Generate and manage individual strategies for each client with ease
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Track market trends & product news
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Optimize for
post-tax net returns
No matter a client’s tax situation, build the right investment strategy with Pave’s suite of tax management tools.
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Precision Tools for Tax-Smart Trading
Refine gains, automate loss harvesting, and control taxes to align performance with client goals.
Realized Gain Limits
Set adjustable limits to ensure realized gains stay inline with client expectations.
Max Harvesting
Engage max harvesting to automatically maximize realized losses at each trading cycle.
Tax Controlled Performance
Give Pave the flexibility to optimize for performance while keeping taxes in check.
Download our white paper to learn how Pave is revolutionizing tax management
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10,000+
Client Portfolios Run on Pave
Start saving up to 18 hours per week with automated portfolio management
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