One Engine Powers All
Indexing, tax management, rebalancing, and transitions run on one engine that personalizes every portfolio at scale.
The platform helps advisors reallocate time to focus onbuilding client relationships and growing their book.
Make personalization
profitable
Pave helps wealth management firms deliver individualized investment solutions while reducing operational burden, lowering costs, and improving the economics of growth.
Extend your investment discipline across every account
Pave gives CIOs the control and intelligence to apply the firm's models, portfolio views, risk parameters, and client-specific requirements consistently across every account.
Deliver the portfolio your client deserves
Pave gives advisors the freedom to personalize portfolios around each client's goals, tax position, restrictions, preferences, and existing holdings without leaving the firm's investment framework.
There is No Ceiling to What You Can Build
One engine, pointed at every job below. Run all of it, or embed the parts you need.
Optimization Engine
Rather than piecing together separate tools for indexing, tax, rebalancing, and transitions, Pave runs its software around one engine, grounded in quantitative models that have managed client assets since 2010.
The optimization engine scores the market weekly, then builds and rebalances a personalized, tax-aware portfolio for every account and on any custodian.
Direct Indexing
Clients retain ownership of their securities tied to a benchmark, while our platform efficiently handles losses and adjustments in one account. Pave's flat-fee model guarantees stable pricing across all accounts.
Featured Use Cases:
- Tax-loss Harvesting
- Levered Direct Indexing
- TAMP / SMA Displacement
Transition Management
Gradually transition legacy portfolios to align with the target model, considering tax constraints while maintaining key holdings and optimizing remaining assets.
Featured Use Cases:
- Model Migration
- Concentrated Position Management
- Last-Mile Personalization
Personalization at scale
Every client portfolio is uniquely crafted to meet specific tax needs and preferences. Pave ensures tailored strategies for each client, optimizing management and enhancing advisor efficiency.
Featured Use Cases:
- Small-Account Management
- Values-Based Personalization
- Individualized SMAs
Strategy Research
Leverage our platform to test out strategies in real-time before you go live. Pave effortlessly combines research and execution, analyzing over 26,000 assets across 30 benchmarks and more than 150 metrics.
Featured Use Cases:
- Pre-Commitment Strategy Testing
- Custom Model Validation
Institutional Backend
Building an internal optimization stack demands considerable time and expertise. Companies can utilize Pave's API to integrate sophisticated features effortlessly.
Featured Use Cases:
- Embedded backend for partners
- Configurable end-user exposure