Global Expertise.
Local Presence.
EXECUTIVE TEAM
Strategic Partners &
Technology Providers
As an independent firm, we have the freedom to choose the best and most suitable service and technology partners for our clients. This enables Bootpack to deliver exceptional data-driven guidance that is secure, transparent, and utilizes the latest advances in financial technology.
Custodian
Schwab Advisor Services
We use Charles Schwab & Co., Inc. ("Schwab") as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Schwab. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
Tax Planning
Holistiplan
Holistiplan is an award-winning tax planning software company that provides sophisticated tax planning for financial advisors. Holistiplan offers scenario analysis, range calculator, client-facing explainers, and property and casualty reviews. Today, many of the top wealth advisors like Bootpack are using Holistiplan’s innovative tax planning tools to find opportunities to work with their clients to reduce their client’s lifetime tax burden and preserve their wealth.
Technology Providers
Advyzon
Advyzon is a comprehensive cloud-based platform designed to support financial advisors and investment managers by integrating portfolio management, client portals, CRM, and business intelligence tools. Bootpack appreciates Advyzon’s advanced reporting capabilities for both traditional and alternative investments, account aggregation abilities, attractive report creation, easy-to-use client portal and responsive client service team.
Right Capital
RightCapital is Bootpack's premier choice for advanced financial planning software. This cutting-edge platform consolidates clients' entire financial portfolios into one secure location, enabling us to generate detailed insights into both their immediate and future financial health. This comprehensive approach allows us to strategize effectively, ensuring robust and personalized financial well-being for each client.
Compliance
COMPLY
COMPLY’s MyRIACompliance service combines RIA compliance experts with an online software platform to help investment advisers like Bootpack better manage and automate regulatory compliance and cybersecurity responsibilities. The service is designed to assist both SEC and state-registered firms. The team at COMPLY ensures we’re meeting our registration and client disclosure requirements at all times.
Insurance
Meridian Risk Management
Meridian Risk in an independent agency that specializes in the complexities of high net worth insurance. They work with the best providers to deliver highly customized solutions that contribute to financial portfolio health. While Bootpack has no formal relationship and receives no compensation for doing so, we recommend Meridian to all of our clients needing an expert team to consolidate, elevate and add value to their insurance program.