Maximizing Resources in the BPAS Advisor Portal

1. STRONGER
Strategies
for success
2015 Partner Conference
together
Resources
and
Tools
Brian Nicholson, Sr. Sales
Relationship Manager
Elizabeth Kaido, Sales Relationship
Manager

2. 2015 Partner ConferenceStronger Together
Resources and Tools
Participant Web
Roadways Proposal Videos
The BPAS Toolbox
BPAS.com/Options
Advisor Web Portal

3. 2015 Partner ConferenceStronger Together
The Participant Web Home Screen
The Participant website will be
updated sometime in 2016 with a
new look and feel.
These screen shots only represent
ideas we are currently pursuing for
the new look; the final version of
the updated Participant website
could be vastly different.

4. 2015 Partner ConferenceStronger Together
The Participant Web: Transactions
The Participant website will be
updated sometime in 2016 with a
new look and feel.
These screen shots only represent
ideas that we are currently
pursuing for the new look; the
final version of the updated
Participant website could be
vastly different.

5. 2015 Partner ConferenceStronger Together
The Participant Web: Balances
The Participant website will be
updated sometime in 2016 with a
new look and feel.
These screen shots only represent
ideas that we are currently
pursuing for the new look; the
final version of the updated
Participant website could be
vastly different.

6. 2015 Partner ConferenceStronger TogetherParticipant Web
Roadways Proposal Videos
The BPAS Toolbox
BPAS.com/Options
Advisor Web Portal
Resources and Tools

7. 2015 Partner ConferenceStronger Together
Questions
Brian Nicholson
Senior Sales Relationship Manager, BPAS
Elizabeth Kaido
Sales Relationship Manger, BPAS
Thank you