Pave Finance, a next-generation automated wealth management platform, has announced a new integration with Fidelity, one of the world’s largest registered investment advisory (RIA) custodians and retail brokerage firms.
The partnership is designed to help RIAs automate portfolio construction, trading, and ongoing management without transferring client assets, allowing advisors to scale their businesses while keeping existing custody relationships intact.
Through the integration, RIAs can connect Fidelity-held client accounts directly into Pave Finance’s platform. Once connected, advisors can deploy automated portfolio construction, continuous optimisation, and systematic rebalancing, reducing the need for manual intervention across client accounts.
Pave said the integration looks to enable advisors to deliver personalised, risk-managed portfolios at scale, while significantly cutting operational workload. The company estimates that RIAs using the combined solution can save up to 18 hours per week, freeing up time for client engagement and business development without compromising investment discipline.
The move also gives Fidelity’s advisory network, covering more than 3,400 advisory firms, access to Pave’s proprietary Asset Intelligence Layer and optimisation engine. Pave said the technology has been refined and self-proven over more than a decade of live market use.
Commenting on the announcement, Christopher Ainsworth, chief executive officer of Pave Finance, said the integration represents a major step in expanding the firm’s reach among RIAs.
“This integration extends our advanced automated wealth management solutions to Fidelity’s base of high-value RIA clients,” Ainsworth said. “Our seamless, time-saving technology has consistently outperformed major market indices over the past decade, and we believe Pave belongs in every RIA’s toolkit.”
He added that the partnership supports Pave’s broader mission to modernise wealth management by combining automation with deeper personalisation.
“This integration marks an important step forward in accelerating our mission of bringing greater automation to wealth management while expanding RIAs’ ability to deliver truly personalised portfolios,” he said.
The announcement comes as RIAs increasingly look to technology to manage growth, rising client expectations, and operational complexity without adding headcount or sacrificing control over client assets.
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