AI My Advance: Syndicator

AI My Advance: Syndicator is the investor-facing workspace for syndicators who participate in merchant cash advance programs alongside funders. Sign in securely, review your portfolio at a glance, and stay on top of cash movement—from available balance and pending payouts to completed payouts and historical performance.

WHAT YOU CAN DO
• Dashboard overview: financial snapshot with gross/net views where applicable, plus key totals for balances and payouts.
• Syndications: monitor active and historical syndication activity so you always know where capital is deployed.
• Syndication offers: review and act on opportunities aligned with your syndication strategy.
• Funder relationships: see partnership context and distribution details that help you understand how deals are structured with funders.
• Transactions: track payout-related activity and movement in one streamlined list.
• Profile & account areas: manage syndicator-specific settings and supporting views for balance and payment history (where enabled).

WHY IT HELPS
Syndicators need clarity without noise. The app emphasizes charts, summaries, and structured navigation so you can move from “what’s my balance?” to “what changed this week?” quickly—whether you are checking ROI trends, cashflow timing, or exposure signals on supported dashboards.

SECURITY & ACCESS
Access is gated behind authentication. Use strong passwords, keep your device updated, and only sign in on trusted networks. If you share a workstation, sign out when finished.

SUPPORT
For help with access, onboarding, or data questions, contact your administrator or AI My Advance support using the channels provided by your organization.

Note: Features depend on your account permissions and what your funder has enabled.