Partner Solutions

At BPAS, we partner with investment advisors who want a better way to serve clients. Whether your focus is on retirement plans, customized investment solutions, trust services, or fiduciary responsibilities, BPAS provides the expertise and seamless support to help you succeed.

With deep expertise, transparent service, and a people-first approach, we deliver solutions that are easier, smarter, and more effective for everyone involved. As a subsidiary of Community Financial Systems, Inc. (CFSI, NYSE: CBU), we leverage the capabilities of our broader organization to deliver turnkey Partner Solutions that allow you to add new capabilities, not new headcount.

BPAS Partner Solutions include Outsourced Chief Investment Officer (OCIO) services, Partner Friendly Trust Services, solutions for small to mid-size IRAs, a complete range of retirement plans, Fiduciary Services, and more.

Gain a dedicated team that expands your capabilities and helps you grow your business efficiently and with confidence:

• Increase value to your clients with new or expanded services
• Gain new revenue opportunities while avoiding the overhead costs of hiring in-house
• Partner with experienced, credentialed, and accessible professionals
• Reduce risk and liability with a dedicated partner
• Customize a partnership that complements your practice and prioritizes your brand

A smarter way to deliver more for your clients—with experts by your side. If you think we excel in retirement plan administration, just wait until you see how we can help grow your wealth practice.

A highly credentialed team delivers a range of investment strategies to help meet your client’s unique goals. The investment details, including portfolio research, construction, and monitoring, are taken care of, so you can focus on growing your business.

Leveraging our national trust charter and OCC-examined professionals, we integrate with your team to handle the full range of trust, administration, and custodial services. We respond to your clients’ continuum of trust and life planning needs with solutions designed to help preserve wealth and minimize tax exposure.

Our delegated trust partnership allows you to focus on investment strategies and client engagement while we handle compliance, reporting, and administrative duties.

Our high-touch, technology-enabled IRA solution makes it easy to efficiently retain IRA accounts. With low cost and open architecture, Express IRA is built for advisors and trust companies of all sizes looking to further scale their operations with small to mid-size IRAs.

With our Express IRA Service, you get:

• Easy to open accounts
• No fees for transfers or realignments
• Support from a highly trained service center.

We take care of the day-to-day operations, so you can take care of the client. We’re here to help you serve more clients and grow your business.

We deliver a full range of retirement plan services designed to give you a competitive edge. From Defined Contribution and Defined Benefit Plans to VEBA/115 Trusts, ESOPs, and more, every solution you need is under one roof with one point of contact–recordkeeper, third-party administrator, clearing firm, and asset custodian.

Fewer moving parts, more clarity. We’ll help you build retirement strategies that work smarter and harder.

Choose full discretionary management with ERISA 3(38) or a co‑fiduciary approach with ERISA 3(21)—both backed by a dedicated, credentialed investment team with ongoing monitoring, reporting, and guidance.

Deliver More. Earn More. Streamline Everything.