Product infographic carousel
Product infographic images
Product Infographic captions
-
1
View all relationships in one place. Sort by card or list format.
-
2
Sort by assets under management or client name.
-
3
Easy search function to find a relationship.
-
1
View all accounts associated with a client on 1 screen, with the ability to click into holdings directly on the screen.
-
2
See total asset base, sector and industry allocation combined. This provides a roll-up view of the client’s entire assets and allocation.
-
1
View current portfolio risk expectations vs an index.
-
2
See holdings within a portfolio with sector, industry and geography breakdown.
-
3
Select "suggested trades" to review and approve suggested portfolio changes.
Product Description
About this Product
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
About Pave Finance, Inc.
Pave’s software as a service platform provides each account with a personal portfolio suited to unique needs and circumstances. Pave’s customization allows an adviser to tailor portfolios for each client, meaning strategies and models have no capacity constraint. If an adviser utilizes model portfolios, Pave can allow for a model to be applied across accounts and then customization within each account. The pro version of the software has 9 equity indexes and the ability to manage multi-asset class portfolios. Pave’s weekly scoring system automatically notifies an adviser if a security is expected to underperform, allowing the portfolio to re-optimize and make the necessary updates. In normal market conditions, an adviser would be expected to update their portfolio monthly. All of this is available for 1 flat monthly fee, significantly lowering the cost of investment management.
Product Details
Contact Us
Phone
Website
Social Media
More info about us
Category
Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.