.svg)
Optimize for post-tax net returns
No matter a client’s tax situation, build the right investment strategy with Pave’s suite of tax management tools.
Oops! Something went wrong while submitting the form.
Precision Tools for Tax-Smart Trading
Refine gains, automate loss harvesting, and control taxes to align performance with client goals.
.svg)
Realized Gain Limits
Set adjustable limits to ensure realized gains stay inline with client expectations.
.svg)
Max Harvesting
Engage max harvesting to automatically maximize realized losses at each trading cycle.
.svg)
Tax Controlled Performance
Give Pave the flexibility to optimize for performance while keeping taxes in check.
Smarter Tax Loss Harvesting
Tactical reinvestment decisions powered by asset-level intelligence
Looking Alike ≠ Performing Alike
Without deeper analysis, harvesting can unintentionally hurt performance.
Conventional tax loss harvesting swaps a losing asset for something “similar” – but similarity on paper doesn't guarantee alignment where it matters most. Two assets, like Coke and Pepsi, may both sell similar products while behaving differently in real-world market conditions.
These substitutions can unintentionally alter the portfolio’s risk and return characteristics, harming long-term performance. Furthermore, if the original asset was not optimal to begin with, replacing it with a lookalike may reinforce inefficiencies rather than resolve them.
Conventional tax loss harvesting swaps a losing asset for something “similar” – but similarity on paper doesn't guarantee alignment where it matters most. Two assets, like Coke and Pepsi, may both sell similar products while behaving differently in real-world market conditions.
These substitutions can unintentionally alter the portfolio’s risk and return characteristics, harming long-term performance. Furthermore, if the original asset was not optimal to begin with, replacing it with a lookalike may reinforce inefficiencies rather than resolve them.
Before Pave
With Pave
.avif)
Strategic Swaps, Stronger Portfolios
Dive beneath the surface to optimize taxes without sacrificing performance.
Pave uses proprietary asset-level intelligence to deeply analyze the risk, return, and tax implications of every portfolio position. When it’s time to harvest a loss, Pave doesn’t settle for surface-level similarity.
Instead, it evaluates the portfolio holistically to identify the best-fit replacement – whether that’s a true match or a strategically different asset that strengthens overall positioning. The result: reinvestment decisions that serve the portfolio, not just the tax code.
Pave uses proprietary asset-level intelligence to deeply analyze the risk, return, and tax implications of every portfolio position. When it’s time to harvest a loss, Pave doesn’t settle for surface-level similarity.
Instead, it evaluates the portfolio holistically to identify the best-fit replacement – whether that’s a true match or a strategically different asset that strengthens overall positioning. The result: reinvestment decisions that serve the portfolio, not just the tax code.
Download our white paper to learn how Pave is revolutionizing tax management
Oops! Something went wrong while submitting the form.
%20(1).avif)
.avif)
10,000+ Client Portfolios Run on Pave
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
Start saving up to 18 hours per week with automated portfolio management
Oops! Something went wrong while submitting the form.
%20(1).avif)