For CPAs & RIAs
Your clients invest in syndications. We help you keep up.
SyndTrack gives CPAs and RIAs a purpose-built platform to track every LP investment across their book of business — with bulk pricing, white-label reports, and dedicated support.
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 — no more spreadsheet archaeology before each client call.
The problem
K-1 season means hours of manual reconciliation
The solution
Structured K-1 data is automatically tracked and exportable in one click, so you spend less time on data entry and more on advisory work.
The problem
Clients have no visibility into their liquidity or IRR
The solution
Real-time capital call tracking and live IRR calculations mean clients can answer "how is my portfolio performing?" themselves.
Partner benefits
Everything your practice needs to serve syndication investors at scale
Bulk & volume pricing
Significant discounts when you provision accounts for multiple clients. Scale without the per-seat sticker shock.
White-label reporting
Export polished PDF and spreadsheet reports branded with your firm's logo — K-1 summaries, portfolio snapshots, and distribution schedules.
Dedicated partner support
A named account manager who knows your practice. Priority queue for issues, onboarding assistance, and training for your team.
Multi-seat access
Add team members and delegate access across your firm. Audit logs keep a full trail of who accessed what.
Deeper analytics
Cross-portfolio IRR, vintage-year analysis, and sponsor concentration reports — data your clients can act on.
Compliance-ready
SOC 2-aligned data handling, AES-256 encryption, and row-level security. Built to satisfy the audit questions you'll get asked.
How the partner program works
Apply below
Fill out the inquiry form. Tell us about your firm and how many of your clients have syndication exposure.
We reach out within 2 business days
Our partnerships team will discuss your firm's setup, negotiate volume pricing, and answer any technical questions.
Onboard your clients
We handle bulk provisioning and provide onboarding resources. Your clients are up and running without you lifting a finger.
Deliver a better advisory experience
Run white-labeled reports, review consolidated K-1 data, and show clients a live view of their portfolio — all without leaving your workflow.
What your clients get
Every investor account on your partner plan includes:
- Unlimited deal tracking across all syndications
- Capital call and distribution tracking with automated alerts
- Real-time IRR, equity multiple, and cash-on-cash calculations
- K-1 data export ready for your tax workflow
- Sponsor and document management in one place
- White-labeled reports branded with your firm
- Mobile-optimized dashboard — works on any device
Frequently asked questions
- What is the SyndTrack Partner Program?
- The SyndTrack Partner Program is designed for CPAs and RIAs who advise accredited investors in real estate syndications. Partners receive bulk pricing, white-label reporting options, and dedicated support to help their clients track syndication portfolios.
- How does bulk pricing work for partners?
- Partner firms receive volume discounts when provisioning SyndTrack accounts for their clients. Pricing scales with the number of seats — contact us after applying to discuss your firm's specific needs.
- Can I white-label reports for my clients?
- Yes. Partner-tier accounts include branded PDF and spreadsheet exports with your firm's logo and name, so your clients receive polished reports under your brand.
- How does SyndTrack help CPAs during tax season?
- SyndTrack automatically aggregates K-1 data, distributions, and capital calls across all of a client's syndications. Advisors can export structured tax data, dramatically reducing manual reconciliation work during tax season.
Apply to the Partner Program
Tell us about your practice and we'll be in touch within 2 business days.
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