SyntheticFi

ClaudeCommunityby SyntheticFi

For registered investment advisors whose firms borrow through SyntheticFi. Sign in with your SyntheticFi advisor account to look up the clients you have access to: account balances and available credit, loan segments with rates and amounts due, collateral, custodian restrictions, margin cushion, upcoming expirations and the roll-forward strategy on file, open borrow and repayment requests, transactions and document titles. Check today's floating and fixed rates, preview how a borrow would be sized, check a loan against your firm's LTV guideline, and price a payoff for today. Everything is read-only: the connector never creates, changes or cancels a request, places a trade or moves money. For financial professional use only; not investment, legal or tax advice.