michael.pendergrass
Acronym
Pave Finance, Inc.
Product ID
Pave-Pro
Description
Pave’s software allows advisers to create customized portfolios.
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Details
- View all relationships in one place. Sort by card or list format.
- Sort by assets under management or client name.
- Easy search function to find a relationship.
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- View all accounts associated with a client on 1 screen, with the ability to click into holdings directly on the screen.
- See total asset base, sector and industry allocation combined. This provides a roll-up view of the client’s entire assets and allocation.
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- View current portfolio risk expectations vs an index.
- See holdings within a portfolio with sector, industry and geography breakdown.
- Select "suggested trades" to review and approve suggested portfolio changes.
Features
Pave’s software allows advisers to create customized portfolios:
- Personalized investment portfolios with any account size
- ESG overlay, stock exclusions or stock inclusions
- Optimize to keep risk inline with various indexes
Vendors
Management Style
Schwab Products
Section
Solution