{"id":227676,"date":"2025-04-30T12:21:04","date_gmt":"2025-04-30T12:21:04","guid":{"rendered":"https:\/\/evertise.net\/?p=116795"},"modified":"2025-04-30T12:21:04","modified_gmt":"2025-04-30T12:21:04","slug":"paradigm-asset-management-launches-paas-invest-a-new-portfolio-as-a-service-platform-merging-direct-indexing-and-dynamic-active-management","status":"publish","type":"post","link":"https:\/\/ipsnews.net\/business\/2025\/04\/30\/paradigm-asset-management-launches-paas-invest-a-new-portfolio-as-a-service-platform-merging-direct-indexing-and-dynamic-active-management\/","title":{"rendered":"Paradigm Asset Management Launches PaaS Invest: A New Portfolio-as-a-Service Platform Merging Direct Indexing and Dynamic Active Management"},"content":{"rendered":"<p><span id = wx_e_116795><\/span><\/p>\n<p><span data-contrast=\"auto\"><strong>New York, NY, April 30, 2025<\/strong> \u2014New York, NY, May 1, 2025 \u2014 Paradigm Asset Management, led by CEO James Francis \u2014 a pioneer in data-driven investment strategies for more than three decades \u2014 today announced the launch of PaaS Invest, a next-generation Portfolio as a Service (PaaS) platform set to transform wealth management. PaaS Invest sits at the convergence of advanced AI, deep market data, and seasoned human insight, delivering Total Portfolio Personalization. The platform seamlessly integrates the precision of Direct Indexing with the dynamic flexibility of active management, empowering investors to achieve tailored, adaptive portfolios at scale.<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Rooted in years of experience providing sophisticated investment solutions to institutional clients, Paradigm recognized that the recent surge in demand for AI-powered and customizable portfolio strategies made now the ideal moment to expand its offering. With PaaS Invest, Paradigm is formally opening its platform to a broader market of wealth advisors, family offices, and institutional investors seeking cutting-edge, scalable, and tax-efficient solutions.<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">\u201cPaaS Invest is the natural evolution of what we\u2019ve been building at Paradigm for years,\u201d said James Francis, CEO of Paradigm Asset Management. \u201cAs the industry embraces AI and personalization, we are proud to deliver a platform that brings the full power of institutional-quality strategies, advanced data analytics, and ease of use directly to advisors and institutions.\u201d<\/span><span data-ccp-props=\"{\"201341983\":0,\"335559739\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">The Future of Investing: Total Portfolio Personalization<\/span><\/b><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">PaaS Invest enables wealth managers to create truly customized portfolios \u2014 not just mirror indices \u2014 by offering:<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">Direct Indexing Precision: Tailor portfolios to align with client-specific ESG preferences, tax strategies, and risk profiles.<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{\"335552541\":1,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\uf0b7\",\"469777815\":\"multilevel\"}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Dynamic Active Management: Powered by Dynamic Collective Intelligence (DCI) and the Collective Intelligence Portfolio Engine (CIPE), portfolios adapt in real-time to changing market conditions.<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{\"335552541\":1,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\uf0b7\",\"469777815\":\"multilevel\"}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Seamless User Experience: Built for speed, simplicity, and transparency, the platform allows advisors to manage complex strategies without complexity.<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Unlike static or \u201cone-size-fits-all\u201d solutions, PaaS Invest empowers users to overlay tax optimization and personalized constraints not only on passive portfolios but also on active, data-driven strategies \u2014 a first-of-its-kind offering.<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">\u201cToday\u2019s clients expect more than just investment products \u2014 they expect personalization, transparency, and performance,\u201d said Gregory Pai, Senior Managing Director at Paradigm Asset Management. \u201cPaaS Invest gives advisors and institutions the ability to deliver all three, with an elegant, tech-enabled solution that evolves alongside their clients\u2019 needs.\u201d<\/span><span data-ccp-props=\"{\"201341983\":0,\"335559739\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Bringing Institutional Power to a Broader Market<\/span><\/b><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Paradigm Asset Management has long been known for harnessing data and research to build sophisticated investment solutions for institutional investors. With PaaS Invest, the firm is making those capabilities more accessible \u2014 bringing institutional-grade insights, customization, and adaptability to a wider audience without sacrificing rigor or performance standards.<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The launch underscores Paradigm\u2019s belief that the future of wealth management lies at the convergence of personalization, AI-driven intelligence, and human expertise \u2014 and that advisors and investors need tools that are as dynamic as the markets they navigate.<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Availability and Next Steps<\/span><\/b><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">PaaS Invest is currently available to select early adopters and will roll out to a broader market over the coming months.<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Wealth advisors, family offices, and institutional investors interested in learning more can:<\/span><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{\"335552541\":1,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\uf0b7\",\"469777815\":\"multilevel\"}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Visit: <\/span><a href=\"http:\/\/www.paasinvest.com\/\"  rel=\"noopener\"><span data-contrast=\"none\">www.paasinvest.com<\/span><\/a><span data-ccp-props=\"{\"134233117\":true,\"134233118\":true,\"201341983\":0,\"335559740\":240}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{\"335552541\":1,\"335559685\":720,\"335559991\":360,\"469769226\":\"Symbol\",\"469769242\":[8226],\"469777803\":\"left\",\"469777804\":\"\uf0b7\",\"469777815\":\"multilevel\"}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"auto\">Request a Demo: Schedule a personalized consultation with a member of the PaaS Invest team.<\/span><\/li>\n<\/ul>\n<p><strong>Media Contact Information<\/strong><\/p>\n<p><strong>Name: <\/strong>James Francis<\/p>\n<p><strong>Email:<\/strong><a href=\"https:\/\/evertise.net\/paradigm-asset-management-launches-paas-invest-a-new-portfolio-as-a-service-platform-merging-direct-indexing-and-dynamic-active-management\/James@paasinvest.com\">James@paasinvest.com<\/a><\/p>\n<p><strong>Website: <\/strong><a href=\"http:\/\/www.paasinvest.com\/\"  rel=\"noopener\">http:\/\/www.paasinvest.com\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><span><\/span>New York, NY, April 30, 2025 \u2014New York, NY, May 1, 2025 \u2014 Paradigm Asset Management, led by CEO James Francis \u2014 a pioneer in <a href=\"https:\/\/ipsnews.net\/business\/2025\/04\/30\/paradigm-asset-management-launches-paas-invest-a-new-portfolio-as-a-service-platform-merging-direct-indexing-and-dynamic-active-management\/\" class=\"more-link\">Continue Reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":271,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[719,390,155,385,391,57,717,20,727,723,724,387,388],"tags":[],"class_list":["post-227676","post","type-post","status-publish","format-standard","hentry","category-ca","category-dj","category-featured","category-gomedia","category-internal","category-ips","category-maple-media","category-press-release","category-preview","category-rwa","category-rwe","category-si","category-vm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - 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