For CPAs & RIAs
Your clients invest in syndications. We help you keep up.
SyndTrack tracks the LP side of a syndication: every deal, capital call, distribution and K-1 in one place. CPA collaboration is invite-only and not generally available. When certified, Pro entitles 2 service-provider seats so a client can invite you in.
The challenges advisors face with syndication clients
And how SyndTrack solves them
The problem
Clients email you disjointed PDFs from a dozen sponsor portals
The solution
SyndTrack consolidates every deal into one dashboard, so there is no spreadsheet archaeology before each client call.
The problem
K-1 season means hours of manual reconciliation
The solution
K-1 figures stay attached to the deal they came from and export as one file, so less of the work is collecting them and more of it is advisory.
The problem
Clients have no visibility into their liquidity or IRR
The solution
Capital call due dates sit in one place and returns recalculate when reviewed cash flows change, so clients can answer "how is my portfolio performing?" themselves.
What you get on a client's account
Everything below is shipped today. What is not is listed right after it.
2 service-provider seats (invite-only; not generally available)
CPA collaboration is in staged rollout. When certified, a client on Pro can invite their CPA and their financial advisor from inside their own account. The seat carries the accountant role: you can view and record portfolio data, and you cannot change their team or their billing.
Deal-linked K-1 records that export
K-1 figures stay attached to the deal they came from, and the set exports to CSV or PDF for your own workflow. Every AI-extracted figure waits on your client's approval before it is saved.
Analytics across every sponsor at once
XIRR from the cash flows your client has reviewed, plus vintage-year cohorts and sponsor concentration, computed across the whole book rather than one sponsor portal at a time.
Encryption and access controls
AES-256 encryption, row-level security, and an audit log of every create, update and delete. SyndTrack holds no SOC 2 attestation and has booked no audit; the Security page states exactly where it stands.
What SyndTrack does not do for firms
Worth reading before you spend time on the form
No separate plan for firms, and no reduced rate
Pricing is the published Free and Pro pricing. Bringing several clients does not change the price, and there is no arrangement to price a firm differently. Service-provider seats exist as a Pro entitlement but are invite-only during staged rollout, not generally available.
No firm branding on reports
Exports carry no firm branding. CSV and PDF come out in SyndTrack's own formatting, and firm-branded reporting is not built.
No account setup on your clients' behalf
Each client creates their own SyndTrack account and invites you into a seat from inside it. That is also why the client, not the firm, holds the access and can revoke it.
How access works
Tell us about your practice
The form below asks for your firm and roughly how many of your clients hold syndication investments. Nothing else.
Terry Kipp reads it
Requests land in SyndTrack's inquiry queue, and Terry Kipp - the founder, an LP investor and real estate professional behind $3.1B+ in transactions across 15 states - reads them himself. SyndTrack is one person: the form dispatches no notification and nothing is auto-assigned, so no turnaround is promised with it.
Your client invites you to a seat
CPA collaboration is invite-only during staged rollout. When certified, a client on Pro adds you from their own account using one of the 2 service-provider seats. You get the accountant role on that client's portfolio and they can revoke it whenever they like.
Work from their portfolio
Deals, capital calls, distributions and K-1 records for every sponsor in one place, exportable to CSV or PDF when you need a file of your own.
What your clients get
Every client on a Pro plan gets:
- Unlimited deal tracking across all syndications
- Capital call and distribution tracking with due dates in one place
- IRR, equity multiple and cash-on-cash that recalculate when reviewed cash flows change
- K-1 data export ready for your tax workflow
- Sponsor and document management in one place
- 2 service-provider seats (invite-only; not generally available)
- Mobile-optimized dashboard
Frequently asked questions
- How do CPAs and RIAs get access to a client's portfolio?
- Your client holds the subscription. CPA collaboration is invite-only and not generally available during staged rollout. When certified, Pro entitles 2 service-provider seats so a client can invite their CPA and their financial advisor from inside their own account. The seat carries the accountant role: you can view and record portfolio data, and you cannot change their team or their billing. The client can revoke the seat at any time.
- Is there a separate plan or a reduced rate for advisory firms?
- No. Pricing is the published Free and Pro pricing, and bringing several clients does not change it. There is no plan for firms today and no arrangement to price one, so anything you read here about pricing is the same pricing every individual investor pays.
- Can reports be branded to my firm?
- Not today. Exports carry no firm branding: CSV and PDF come out in SyndTrack's own formatting, and firm-branded reporting is not built. Ask for it in the request form and it goes on the list with everything else that is asked for.
- How does SyndTrack help CPAs during tax season?
- SyndTrack's AI extracts K-1 data, distributions, and capital calls from each of a client's syndications for review - nothing is saved until your client approves it. Once approved, the figures stay attached to the deal they came from and export as one file, which is less reconciliation than collecting them from each sponsor portal by hand.
Request access
Tell us about your practice. It lands in SyndTrack's inquiry queue for Terry Kipp to read; no notification is dispatched and no turnaround is promised.
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