Compliance built into every account

Ensure your firm is equipped for audits through centralized account permissions, nuanced performance tracking, and stored client account history.

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Seamlessly Enforce Firm Policies

Ensure firmwide compliance with Pave’s account-specific permissions and parameters.

Set Buy Lists

Create buy lists to guarantee client portfolios only contain firm-approved assets.

Restrict Investment Preferences

Configure investment preference templates to enforce advisor adherence to firm investment policies.

Automate Compliance Emails

Create email triggers that notify compliance officers or branch managers when certain changes are made to client accounts.

Effortlessly Navigate Audits

Automatically retain portfolio history, client preferences, and performance metrics to aid audit readiness.

Portfolio History

Easily reconstruct portfolios as they existed on a specific date up to 6 years in the past. Compare performance against benchmarks and analyze deviations.

Client Preference Tracking

Easily reconstruct portfolios as they existed on a specific date up to 6 years in the past. Compare performance against benchmarks and analyze deviations.