Paradigm Asset Management Launches PaaS Invest: A New Portfolio-as-a-Service Platform Merging Direct Indexing and Dynamic Active Management

New York, NY, April 30, 2025 —New York, NY, May 1, 2025 — Paradigm Asset Management, led by CEO James Francis — a pioneer in data-driven investment strategies for more than three decades — 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. 

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. 

“PaaS Invest is the natural evolution of what we’ve been building at Paradigm for years,” said James Francis, CEO of Paradigm Asset Management. “As 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.” 

The Future of Investing: Total Portfolio Personalization 

PaaS Invest enables wealth managers to create truly customized portfolios — not just mirror indices — by offering: 

• Direct Indexing Precision: Tailor portfolios to align with client-specific ESG preferences, tax strategies, and risk profiles. 
• 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. 
• Seamless User Experience: Built for speed, simplicity, and transparency, the platform allows advisors to manage complex strategies without complexity. 

Unlike static or “one-size-fits-all” solutions, PaaS Invest empowers users to overlay tax optimization and personalized constraints not only on passive portfolios but also on active, data-driven strategies — a first-of-its-kind offering. 

“Today’s clients expect more than just investment products — they expect personalization, transparency, and performance,” said Gregory Pai, Senior Managing Director at Paradigm Asset Management. “PaaS Invest gives advisors and institutions the ability to deliver all three, with an elegant, tech-enabled solution that evolves alongside their clients’ needs.” 

Bringing Institutional Power to a Broader Market 

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 — bringing institutional-grade insights, customization, and adaptability to a wider audience without sacrificing rigor or performance standards. 

The launch underscores Paradigm’s belief that the future of wealth management lies at the convergence of personalization, AI-driven intelligence, and human expertise — and that advisors and investors need tools that are as dynamic as the markets they navigate. 

Availability and Next Steps 

PaaS Invest is currently available to select early adopters and will roll out to a broader market over the coming months. 

Wealth advisors, family offices, and institutional investors interested in learning more can: 

• Visit: www.paasinvest.com 
• Request a Demo: Schedule a personalized consultation with a member of the PaaS Invest team.

Media Contact Information

Name: James Francis

Email:[email protected]

Website: http://www.paasinvest.com/