Don’t Get Bogged Down

Approved Buy Lists - Save Time & Stay Compliant

Managing portfolios efficiently while staying compliant with firm policies can be challenging, especially when juggling hundreds of clients and thousands of portfolios. The manual effort to ensure every trade and investment aligns with predefined guidelines can be overwhelming, and the risk of human error is always present.

As an advisor, your time is valuable. Pave Pro’s new Approved Buy List feature can help you focus on serving your clients without getting bogged down with manual compliance checks and administrative work.

Buy Lists seamlessly integrate with Pave Pro’s portfolio construction and active management functionality, ensuring all recommendations align with approved assets. You can apply Buy Lists to multiple portfolios simultaneously, making your workflow smoother and more efficient. Whether you manage 10 or 1,000 portfolios, you can easily enforce firm-specific guidelines.

Pave Pro makes creating and managing Approved Buy Lists across your entire firm easy. After assigning your Buy List owners, they can build and edit as many Buy Lists as they would like. Buy Lists can be made to fit compliance and regulatory standards or reflect your firm’s research efforts. Any changes will automatically be stored in an audit log, should they ever need to be produced for a regulator.

We’re also offering a free trial for advisors who want to experience the benefits of managing their portfolios with Buy Lists first-hand. Now you can rest assured that every action aligns with your client’s best interests and your firm’s regulations.

To learn more, please reach out by emailing sales@pavefinance.com or pressing the button below

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1.  Testimonial provided by Dre Griggs in August of 2023. Dre is not a current client of Pave Finance, Inc. (“Pave”) or any of Pave’s affiliated entities. Dre is an Independent investment adviser with $300 million in AUM.  No compensation was provided in exchange for this testimonial.

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