# Pave Finance - Automated Portfolio Management for RIAs
Site: https://www.pavefinance.com
Description: Pave is wealth management software that automates portfolio management, enables deep personalization, and streamlines reporting for investment advisers.
Contact: https://www.pavefinance.com/contact
Book a Demo: https://www.pavefinance.com/book-demo
Sitemap: https://www.pavefinance.com/sitemap.xml

## Company at a Glance
- Founded: 2021
- Headquarters: New York, NY
- Industry: Wealth management technology / Fintech
- Clients: Registered Investment Advisers (RIAs), independent wealth managers
- Platform: Web-based SaaS with integrations to custodians and portfolio data providers

## Core Platform & Capabilities
- Product overview - Pave Finance builds, manages, and trades custom portfolios from a client's IPS, with optional Autopilot for fully automated management. Learn more: https://www.pavefinance.com/product
- Automation - Turn on Autopilot to automate allocation updates, trade execution, and settlement for any subset of accounts, or take manual control as needed. Learn more: https://www.pavefinance.com/automation
- Personalization - Replicate, enhance, or design strategies per client with model portfolios, individualized SMAs, and constraints to accommodate any request. Learn more: https://www.pavefinance.com/personalization
- Reporting - Access real-time performance, fundamentals, and tax trajectory tracking at asset, portfolio, and group levels to enrich client conversations. Learn more: https://www.pavefinance.com/reporting

## Solutions by Use Case
- Tax management - Set realized gain limits, enable max loss harvesting, and control taxes at each trading cycle to align outcomes with client goals. Learn more: https://www.pavefinance.com/tax
- Direct indexing & TLH - Deliver individual-security tax loss harvesting without operational overhead, avoiding third-party costs and rigidity. Learn more: https://www.pavefinance.com/direct-indexing-tax-loss-harvesting
- Custom direct indexing critique - Avoid superficial "personalization" that ignores portfolio risk/return impacts by using optimization that preserves intent. Learn more: https://www.pavefinance.com/custom-direct-indexing
- Small account automation - Start with smaller accounts to capture time savings, then scale to larger accounts as comfort grows. Learn more: https://www.pavefinance.com/newsletter/automate-your-small-accounts
- Concentrated positions - Tools to manage around large single-stock exposure while pursuing optimized outcomes. Learn more: https://www.pavefinance.com/newsletter/pave-pros-guide-to-concentrated-client-positions

## Pricing & Getting Started
- Pricing overview - Calculator and guidance on reducing fees, saving time, and scaling with automation. Learn more: https://www.pavefinance.com/pricing
- Free trial - 30-day trial for advisers; approvals typically follow a short questionnaire. Learn more: https://www.pavefinance.com/trial

## Security & Compliance
- Data privacy & access - Integrates with your custodian so assets stay in place; firm onboarding includes identity verification with custodian. Learn more: https://www.pavefinance.com/about
- Account protection - Data is encrypted and secured, and multi-factor authentication is available for login. Learn more: https://www.pavefinance.com/about

## Company Information
- About Pave - Team with deep experience across leading financial institutions and technology companies; mission and values for next-gen portfolio management. Learn more: https://www.pavefinance.com/about
- Contact Pave - Sales and support contacts, phone, and New York office address. Learn more: https://www.pavefinance.com/contact
- Press & updates - Product news and company announcements including financing updates. Learn more: https://www.pavefinance.com/newsletter/pave-press-release

## Insights & Education
- Weekly market notes - Concise macro and market commentary to inform adviser conversations. Learn more: https://www.pavefinance.com/newsletter
- Academy - Educational articles ranging from investing basics to retirement planning for self-guided learners. Learn more: https://www.pavefinance.com/academy-blog/introduction-to-investing

## FAQs
- What does Pave Finance do? - Pave provides portfolio management software that automates trading and rebalancing, personalizes strategies at scale, and delivers reporting to support adviser-client conversations. Learn more: https://www.pavefinance.com/
- Who uses Pave? - Registered investment advisers and wealth managers seeking to scale with automation while offering bespoke portfolios for taxable and tax-advantaged accounts. Learn more: https://www.pavefinance.com/product
- What problems does Pave solve? - Reduces manual portfolio work, enables granular tax management, and preserves performance alignment when customizing portfolios. Learn more: https://www.pavefinance.com/product
- How does Pave handle taxes and accuracy? - Pave can cap realized gains, maximize loss harvesting on a cadence, and quantify the impact of changes on allocation, fundamentals, and taxes. Learn more: https://www.pavefinance.com/tax
- How is client data kept secure? - Client assets remain at the custodian, data is encrypted, and multi-factor authentication is supported. Learn more: https://www.pavefinance.com/about
- How do I get started? - Request a demo or begin a 30-day trial to evaluate automation, personalization, and reporting with your book of business. Learn more: https://www.pavefinance.com/trial