Pave taps Fidelity to scale automated wealth management
Pave Finance has integrated its wealth management platform with Fidelity, enabling registered investment advisors (RIAs) to connect Fidelity-held client accounts directly to Pave for automated portfolio construction, management and trading. The integration allows RIAs to deploy Pave’s technology without transferring client assets from Fidelity’s custody platform. Advisors will be able…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: IBS Intelligence

