Sometimes a new product comes along and you wonder how you ever managed without it. That’s what clients tell us about ACBS SyndTrak. Introduced in 1998, it has become the market standard front office system for loan syndication and trading professionals worldwide. Contact management, book building, customer appetites, market tracking, deal calendars—ACBS SyndTrak does it all. With more than 50 client firms, ACBS SyndTrak incorporates the best practices of the industry.
| Feature Highlights |
- Book Running for Syndications
- Deals launched by email, fax, or online
- Sales "talk sheet"
- Tracking of participation likelihood for each potential investor
- Quick, intuitive entry and retrieval of call notes and investor comments
- "Virtual white board" to record invitations, commitments, and allocations
- Presentation-quality deal status reports for borrowers, co-agents, senior management
- Shared deal calendar
- Investor Appetite Tracking
- Maintenance of sector, credit-quality, deal type, and geographic preferences for investors
- Query and reporting of investor activity in comparable deals
- Copy and edit of previous invitation lists
- Contact Management
- Shared contact database across origination, syndication, trading, and agency services
- Self-maintained contact details through ACBS SyndTrak Online
- Ability to restrict browsing to "favorite" investors and contacts
- Interfacing with popular desktop software and PDAs
- One-click Online Deal Publishing
- Full integration with ACBS SyndTrak Online
|
| Key Benefits |
- More Efficient Selling with Institutional Knowledge Base
- Retrieval of organization's total history with a customer using a few mouse clicks
- Fast "zeroing-in" on likely buyers for new deals
- Fewer missed deal opportunities due to poor internal communication
- Reduced reliance on individual salespeople and bankers
- Less Clerical Work, More Selling and Trading
- Productivity tools free professionals to conduct business
- Increased efficiency of online data sharing through integration with ACBS SyndTrak Online
- Professional Image Presentation to Investors, Co-Agents, Borrowers
- Presentation-quality deal status reports at the touch of a button
|
| Supported Platforms |
- Microsoft Windows
- Microsoft SQL Server
- Microsoft .NET
|
“SyndTrak and SyndTrak Online will significantly enhance our ability to leverage business intelligence and provide better service to our customers.”
— Tricia McLoughlin, Managing Director
Loan Sales & Syndications, Wells Fargo Foothill |
Product Overview
ACBS SyndTrak is a front office software system that facilitates powerful data sharing among bankers, traders and salespeople within loan syndication and trading firms. With an intuitive user interface that is specially targeted to the loan syndication and trading marketplace, ACBS SyndTrak enables firm-wide contact management, investor appetite management and deal bookrunning in one package. Together with ACBS SyndTrak Online, it comprises a unified system for managing the loan syndication process inside and outside the firm.
Full of Features But Easy to Use
We designed and built ACBS SyndTrak on a syndication desk, so we understand what’s important to our clients: speed and convenience. Need a phone number? Want to enter a call report? With ACBS SyndTrak, you work mostly on one screen, and the task never requires more than a few clicks. ACBS SyndTrak also integrates with Microsoft Outlook®, Word®, and Excel® as well as many popular fax servers and PDAs.
Share Information Across the Desk or Across the World
Every customer contact is an opportunity to gain a competitive edge. ACBS SyndTrak encourages intelligence sharing among all the groups involved in the syndicated loan process—origination, structuring, sales, trading, and agency administration. And ACBS SyndTrak is built to scale across an enterprise, meaning widely separated offices can collaborate on deals. But it also handles complex compliance and confidentiality rules, ensuring that private information stays private.
You Need Reports Fast—SyndTrak Delivers
Who are my best customers? What does my pipeline look like? How is this week’s deal going? With dozens of “canned” reports designed expressly for the loan syndication market, ACBS SyndTrak supports the needs of a diverse client base right out of the box.
From Your Desktop to the Web, Nonstop
With SyndTrak, you can manage your deals inside and outside your firm using a single system. Just one click and any documents and deal information you want to share with deal partners can be published to ACBS SyndTrak Online, our secure, user-friendly Web portal for the syndicated loan market. The link between your ACBS SyndTrak desktop and the deal site gives you better control with less work compared to non-integrated Web solutions.