Pave Finance integrates with Fidelity to automate RIA workflows

January 22, 2026

Pave Finance, a next-generation wealth management platform, has announced a new integration with Fidelity, one of the world’s largest registered investment advisory custodians and retail brokerage firms, aimed at helping registered investment advisors (RIAs) automate portfolio management without transferring client assets.

The integration enables RIAs to connect Fidelity client accounts directly into Pave’s platform, allowing for automated portfolio construction, ongoing management and trading.

By leveraging automation and reducing manual processes, the integration is designed to help RIAs deliver personalised, risk-managed portfolios at scale.

Pave estimates that advisors using the integrated solution can save up to 18 hours per week, while maintaining investment performance standards.

The platform is positioned as a way for RIAs to manage growth more efficiently without increasing operational overhead.

Fidelity’s platform provides access to more than 3,400 advisory firms, all of which can now integrate Pave’s technology into their existing workflows. Through the integration, these firms gain access to Pave’s proprietary Asset Intelligence Layer and optimisation engine, which the company said has been self-proven over more than ten years.

Pave Finance chief executive officer Christopher Ainsworth said, “This integration extends our advanced automated wealth management solutions to Fidelity’s base of high-value RIA clients. 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.

“This integration marks an important step forward in expanding our reach and accelerating Pave’s mission of bringing greater automation to wealth management and expanding RIAs’ personalization capabilities.”