Less Time Managing Portfolios, More Time Investing in Relationships

Automated and personalized wealth management helping you focus on what really matters.

Portfolio construction is difficult and the time required to constantly monitor and manage your investments is costly.

Pave Pro enables users to automatically build and manage bespoke portfolios by harnessing investment technology that has outperformed the market for over a decade.¹

1. Please see legal & disclosures section for relevant information about Pave affiliate, Systematic Alpha Investments, LLC.

How Pave Pro Works

  • Seamlessly manage all of your accounts in one place

    Open new brokerage accounts or link existing ones to interact with all of the portfolios you manage. Set or change investment preferences at any time and track recommended trades by portfolio.

  • Customize portfolios to fit unique investments & personal preferences

    Utilize Pave’s nuanced understanding of risk and return drivers at the individual asset level to build highly personalized portfolios that include your client’s risk tolerance, existing holdings, and personal values.

  • Automate the “active” out of active management

    Pave uses artificial intelligence to monitor the market and generate recommended trades to stay attuned to changing economic conditions. Enable automation to have Pave update portfolios without lifting a finger.

Implementation

  • On a weekly basis, our software calculates an expected return score based on technical and fundamental analysis and a risk score based on multi-factor exposure analysis for every publicly traded security around the globe.

  • Our optimization engine takes in asset risk and return scores with user-determined preferences to generate a portfolio of individual stocks. This portfolio attempts to manage risk to the chosen benchmark while maximizing potential outperformance.

  • When stock scores change and a current holding may need to be sold, replacement candidates are automatically identified and tax-smart trades are placed by balancing expected performance against capital gains implications.