$4B+ under advisement

More Wealth,
Less Management

Automate personalized portfolio management across all client accounts. Spend less time doing more.
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For financial professional use only
10,000+ Client Portfolios Run on Pave

Save up to 18 hours a week1

Advisers spend an average of 18 hours a week managing client money and preparing for meetings. Move that number toward 0 with automated portfolio management, personalized client solutions, and in-depth reporting.
Take a Tour
Automation

Automate portfolio management & trading

Automate active management as well as trade execution and settlement across all client accounts. Experience true, hands-free portfolio management without leaving your custodian.
Dive Into Automation
Personalization

Accommodate any request

Enhance existing investment strategies or create new ones. From model portfolios to individualized SMAs, Pave can generate custom solutions that support your entire book of business.
Dive Into Personalization
Reporting

Streamline client communication

Access clear and actionable reporting to facilitate client conversations. Gain insight into absolute & relative performance, realized gains & losses, in-depth allocation breakdowns, and more.
Dive Into Reporting

Build your vision with Pave

Tailor Pave to create solutions for specific firm or client needs.
Direct Indexing &
Tax Loss Harvesting
Control tracking error to a chosen benchmark while generating tax alpha.
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Value-based
Personalization Screens
Create portfolios that meet ESG, religious, or other value-based standards.
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Concentrated Position Management
Optimize around concentrations to create bespoke, risk-managed portfolios.
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Long Tail Account Automation
Automate smaller client accounts to reduce workload without sacrificing service.
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Custom Direct Indexing
Meet client demands and control tracking error with individual asset allocations.
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Strategy Optimization
Input a list of desired assets and receive an optimized portfolio allocation.
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Model Portfolios
Recreate existing investment strategies and apply them to any account.
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Individualized SMAs
Generate and manage individual strategies for each client with ease.
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Set up once, benefit forever

Invest 18 hours up front to gain up to 18 hours every week.2
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Day 1
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Day 1
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Day 1
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
5 min
Adviser
Provide Custodian Details
Advisers provide Pave with custodian(s) account details and sign relevant agreements.
30 min
Day 1
Pave
Pave Introduction
Client support specialist provides an introduction to Pave and hands on support as advisers set up their first portfolio.
30 min
Custodian
Custodian Integration
Custodian configures connection to ensure appropriate client data flows securely to the adviser’s Pave account.
1-3 days
Adviser
Group Accounts
Once the custodian(s) are integrated, advisers organize their accounts into preferred groupings.
1 hour
Adviser
Provide Custodian Details
Advisers provide Pave with custodian(s) account details and sign relevant agreements.
30 min
Day 4
Pave
Personalization Consultation
Client support specialist works with advisers to understand the firm's needs and construct a custom implementation plan.
1 hour
Custodian
Custodian Integration
Custodian configures connection to ensure appropriate client data flows securely to the adviser’s Pave account.
1-3 days
Adviser
Configure Preferences
Advisers implement the plan aligned on in the personalization consultation with dedicated Pave support if necessary.
1-2 days
Adviser
Provide Custodian Details
Advisers provide Pave with custodian(s) account details and sign relevant agreements.
30 min
Day 5
Pave
Final Configuration
Pave representatives support advisers by answering questions as well as configuring any additional data feeds and account permissions.
1-2 days
Custodian
Custodian Integration
Custodian configures connection to ensure appropriate client data flows securely to the adviser’s Pave account.
1-3 days
Day 6

Enjoy Pave’s Benefits Forever

Day 1
Adviser
5 min
Start Free Trial
Advisers fill out a short questionnaire and are approved for their 30-day free trial.
Pave
30 min
Pave Introduction
Client support specialist provides an introduction to Pave and hands on support as advisers set up their first portfolio.
Adviser
30 min
Provide Custodian Details
Advisers provide Pave with custodian(s) account details and sign relevant agreements.
Custodian
1-3 days
Custodian Integration
Custodian configures connection to ensure appropriate client data flows securely to the adviser’s Pave account.
Day 3
Adviser
1 hour
Group Accounts
Once the custodian(s) are integrated, advisers organize their accounts into preferred groupings.
Pave
1 hour
Personalization Consultation
Client support specialist works with advisers to understand the firm's needs and construct a custom implementation plan.
Day 7
Adviser
1-2 days
Configure Preferences
Advisers implement the plan aligned on in the personalization consultation with dedicated Pave support if necessary.
Pave
1-2 days
Final Configuration
Pave representatives support advisers by answering questions as well as configuring any additional data feeds and account permissions.
Day 9

Enjoy Pave’s Benefits Forever

Avg Onboarding Time

5 days

Avg Time Saved per Year

60 days

Integrated with:

Maximize time, money, and client trust

Enjoy the benefits of automated portfolio management, worry-free
Transition Management

Prevent friction and potential losses in portfolio transition

Transition existing portfolios smoothly with turnover control, tax management, and optimization around concentrated positions.
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Risk Management

Manage risk in any market environment

Keep portfolios on top of evolving market conditions with proprietary technology that has outperformed the S&P 500 by an average of 2.96% per year for over a decade.3
Learn More
Tax Management

Ensure tax objectives are met

Set strict capital gains limits, maximize loss harvesting, or simply have Pave weigh tax implications against performance objectives when making investment decisions.
Learn More
Compliance

Maintain firmwide compliance and audit readiness

Enforce firm policies through centrally managed investment parameters and account permissions. Confidently navigate audits with 6 years of stored client account data.
Learn More

Advisors Trust Pave to Manage $4B+ in Client Assets4

“I am obsessed with your product!”
Independent Investment Adviser
$500+ million in AUM
Testimonial provided on May 15th, 2024, by an Independent Investment Adviser with $500+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
“This gives me the ability to increase capacity without sacrificing personalization.”
Independent investment Adviser
$100+ million in AUM
Testimonial provided on May 29th, 2024, by an Independent Investment Adviser with $100+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.
“The Pave technology has greatly simplified our trading and rebalancing. It has also enhanced the returns of our portfolio.  We wouldn't be without it!”
Fried Asset Management, Inc.
Testimonial provided by Fried Asset Management, Inc. in March of 2025. Fried Asset Management, Inc. is a current client of Pave Finance, Inc. (“Pave”). Fried Asset Management, Inc. is an Independent investment adviser with $29 million in AUM.  No compensation was provided in exchange for this testimonial.
“Pave Pro has been a valuable addition to our investment offerings, providing a seamless way to match or even outperform index returns.”
TCP
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.

Welcome to the Future of Wealth Management

From onboarding to optimization, give your clients more, all while doing less.
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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.
  • Kites, Michael. “How Do Financial Advisors Actually Spend Their Time?” Kitces.com, 18 Mar. 2019,
www.kitces.com/blog/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency/.
Accessed 19 Mar. 2025.
  • Ibid
  • Performance herein is from Pave affiliate, Systematic Alpha. Systematic Alpha is a Registered Investment Advisor with registered offices at 36 Mercer St., Princeton, NJ 08540. Systemic Alpha and the performance outlined is from a representative account using the same investment methodology and strategy outlined, discussed and used by Pave. The results discussed were made in different economic environments and at a different time, there is no guarantee Pave can replicate or achieve these same results. Investing is speculative and involves risk, including the possible loss of principal. Past performance is no guarantee of future results.



    Performance results may vary on an investor-by-investor basis. Past performance of Pave’s strategy and recommendations cannot be construed as an indicator of the future performance because of, among other things, possible differences in market conditions, investment strategy and regulatory climate. There is no assurance that Pave’s strategy will achieve its investment objective. Past performance is not indicative of future results.



    The investment philosophies and methodologies utilized to achieve the results are planned to be used for future investments by Pave’s technology. Future investments, however, may be made under different economic conditions and in different securities using different investment strategies. Accordingly, future results may differ from the past performance presented above.
  • Assets described herein is the combination of all assets being managed by Pave Investment Advisors, LLC on a discretionary and non-discretionary basis as of February 28, 2025.  In addition this includes the assets being managed on a discretionary basis by Pave affiliate, Systematic Alpha Investments, LLC as of February 28,2025. Systematic Alpha is a Registered Investment Advisor with registered offices at 36 Mercer St., Princeton, NJ 08540. The investment philosophies and methodologies utilized to achieve the results are planned to be used for future investments by Pave’s technology.  



    Past performance is no guarantee or indicative of future results. Performance results may vary on an investor-by-investor basis. Past performance of Pave’s strategy and recommendations cannot be construed as an indicator of the future performance because of, among other things, possible differences in market conditions, investment strategy and regulatory climate. There is no assurance that Pave’s strategy will achieve its investment objective. Future investments, however, may be made under different economic conditions and in different securities using different investment strategies. Accordingly, future results may differ from the past performance. This information changes on a daily basis and the actual holdings and metrics associated with the holdings may vary from the information presented here.
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