SyndTrak Login: Secure Access to Your FIS Financial Portal

The SyndTrak platform, developed by FIS, is a specialized online portal designed for financial professionals involved in syndicated loans and private credit markets. It offers an integrated and scalable environment, connecting key participants like agents, lenders, investors, and borrowers throughout the loan lifecycle. This digital workspace helps institutions streamline their operations, manage risk, and enhance collaboration on complex commercial lending transactions. Serving as a comprehensive solution, SyndTrak combines loan syndication and servicing software into a single, cloud-based platform. Users can access a suite of tools for deal management, bookrunning, and customer relationship management. The portal aims to provide a unified online experience, ensuring efficient execution across primary syndication, agency workflows, and secondary market activities. This guide provides a clear overview of how to log in, what the platform offers, and how FIS ensures the security of your financial data within the SyndTrak portal. It also addresses common access questions and outlines support options to help you navigate your account effectively.

Preparing for Your SyndTrak Financial Workspace

• An active SyndTrak User ID provided by FIS.
• A valid password associated with your User ID.
• Access to a registered device (phone for callback/text, or an authenticator app) for two-step verification, especially when logging in from an untrusted computer.
• A modern web browser for optimal performance, as SyndTrak is a cloud-based SaaS platform accessible via the web.

Entering Your SyndTrak Digital Portal

1. Navigate to the official SyndTrak login page at www.syndtrak.com/Login.
2. Enter your User ID in the designated field.
3. Input your password into the password field.
4. Proceed with the two-step verification process. This typically involves retrieving a PIN via callback, text message, or an authenticator app, then entering it as prompted.
5. If you are using a trusted computer, you may have the option to register it, which can simplify future logins by only requiring your password. New or untrusted computers will always require two-step verification for enhanced security.
6. Once verified, you will gain access to your SyndTrak digital portal.

Exploring SyndTrak's Loan Management Capabilities

• Primary Loan Syndication Management: Manage the entire syndication process, from pitching to allocation, including sharing documents and reporting on status.
• Agency Deal Management: Integrate with back-office systems to streamline communications and reduce manual tasks for transparent loan management.
• Secondary Market Deal Sites: Facilitate secondary market workflows with controlled access to deal information for potential investors.
• Joint Bookrunning: Support collaborative bookrunning activities within the platform.
• Amendment Voting: Simplify amendment workflows, coordinate voting, and manage lender holdings efficiently.
• Customer Histories & CRM Intelligence: Access complete customer histories, track deal call notes, and manage allocations.
• Secure Document Distribution: Utilize secure, audited deal sites for collaboration and sharing of sensitive documents.
• Compliance Monitoring & Reporting: Manage user access, monitor activity, and generate customizable reports to aid in audits and regulatory compliance.
• API Integration: Connects with platforms such as FIS Commercial Loan Servicing, Salesforce, and Loan IQ via over 60 APIs for integrated workflows.
• Beyond Syndication: The secure data room can also be used for M&A, IPOs, private equity, debt placements, bond offerings, and restructurings.

Addressing Access Challenges in SyndTrak

Protecting Your Financial Data on SyndTrak

• 🔒 Enable Two-Step Verification: Always utilize the two-step authentication mechanism provided by SyndTrak to protect your credentials and activity. This adds an extra layer of security beyond just your password.
• 🔒 Register Trusted Devices: If available, register your frequently used computers as 'trusted' to streamline login while maintaining security. Be cautious about registering public or shared computers.
• 🔒 Strong Passwords: Create a unique and complex password that combines uppercase and lowercase letters, numbers, and special characters. Avoid easily guessable information.
• 🔒 Beware of Phishing: Be vigilant against suspicious emails or links that claim to be from SyndTrak or FIS. Always verify the sender and URL before entering your login details.
• 🔒 Monitor Account Activity: Regularly review any account activity or notifications for unauthorized access attempts.
• 🔒 Log Out Properly: Always log out of your SyndTrak account when you finish your session, especially on shared or public devices, to prevent unauthorized access to your digital portal.

Quick Answers for SyndTrak Account Holders