Long Tail Account Automation

Automate smaller client accounts to reduce workload without sacrificing service.
Thank you! A Pave expert will reach out shortly to schedule your demo.
Oops! Something went wrong while submitting the form.
Take a Tour of This Use Case →

Current Challenge

Efficiently managing smaller client accounts is a significant challenge for RIAs. These accounts demand the same capital, time, and attention as larger ones but generate far less revenue, creating a disproportionate operational cost. Even when firms have strict minimums, some larger accounts come with the contingency that advisers manage smaller accounts for other family members.

Furthermore, long-tail account management creates an opportunity cost, as the time spent on these smaller accounts prevents advisers from focusing on higher-value clients or pursuing new growth opportunities. Ultimately, managing small accounts limits an adviser’s ability to scale, hindering both profitability and long-term business growth.

Pave Solution

Pave empowers advisers to modernize their model portfolio approach by offering a flexible, scalable alternative that doesn't sacrifice personalization. Using investment preference templates, advisers can easily recreate model portfolios and apply them across a multitude of client accounts—streamlining operations while maintaining a consistent baseline strategy. Unlike traditional models, Pave allows for portfolio-level customization, enabling advisers to layer in specific client preferences such as exclusions, non-tradable assets, and tax considerations, all while keeping portfolios aligned with their chosen benchmark.

Powered by a proprietary optimization engine, Pave dynamically adjusts allocations over time, intending to maximize returns and minimize risk to the benchmark and ensure that portfolios remain in sync with client goals. With Autopilot, advisers can fully automate management and trading, freeing up valuable time without compromising quality. Plus, Pave integrates seamlessly with a firm’s existing custodian, allowing advisers to get started in an average of five business days.

See It in Action

Learn how to implement Value-based Personalization Screens within Pave
Take a Tour

Reimagine Your Firm's Potential

Evolve your investment strategies and client relationships through the power of automation and personalization.
Automate
Implement Value-based Personalization Screens and turn on Autopilot to save each advisor up to 60 days a year.
Learn More
Personalize
Further personalize Value-based Personalization Screens to create portfolios as unique as your clients.
Learn More

Start saving up to 18 hours per week with automated portfolio management

Thank you! A Pave expert will reach out shortly to schedule your demo.
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
171 Madison Ave.
Suite 1500
New York, NY 10016
4 Source: Vanguard; Pave performance is actual performance of the Islay affiliate Systematic Alpha investments, LLC. Please see disclaimers at the end for more details
The above material is for educational purposes only and not an offer, solicitation, or recommendation. Investing is speculative and involves risk, including the possible loss of principal. Performance herein is from Pave affiliate, Systematic Alpha Investments, LLC (“Systematic Alpha”). Systematic Alpha is a registered investment adviser. Such registration does not imply any level of expertise by the registrant. Performance assumes the reinvestment of all interest, capital gains, dividends, and fees and expenses of 0.5% charged on an annualized basis. Past performance is no guarantee of future results. Performance results may vary on an investor-by-investor basis.
For Financial Professional Use Only.
Any videos are for illustrative purposes only, Pave is not recommending any specific investments.
‍
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. Please see our privacy policy here.
‍
Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.
‍
Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities LLC with FINRA’s BrokerCheck BrokerCheck.

Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.

Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.

The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.

Please see ADV Part 2A here and Form CRS here.
For Additional Information and Important Disclosures please click here.
© Copyright 2025 Pave Finance, Inc. All Rights Reserved