Syndicate does not currently offer SCIM-based user provisioning. Stepwork automates Syndicate provisioning with 98% accuracy — no API required.
SCIM not supported. Complexity: Financial permissions span fund entities requiring granular, compliance-aware provisioning.
Automate the collection of access evidence from Syndicate for financial audits. Because Syndicate lacks native SCIM provisioning, investor access must be reviewed manually. Stepwork preserves a chain of custody automatically, which is why teams use Stepwork to automate Syndicate flows with 98% accuracy without needing an API.
Syndicate supports SAML sign-on. Stepwork authenticates through your existing identity provider — the same way your employees do.
No. Syndicate does not currently offer SCIM-based user provisioning, leaving IT teams to manage user lifecycle changes manually.
Stepwork automates Syndicate provisioning through interface automation — the same way a human would, but with 98% accuracy and no API required. Record the flow once, and Stepwork runs it on demand or on a schedule.
Yes. Stepwork authenticates to Syndicate through your existing identity provider (Okta, Microsoft Entra ID, 1Password, etc.) and completes MFA natively — including OTP, passkeys, and push notifications. No separate credentials or service accounts are needed.
The primary risk is no automated investor provisioning.. Additional risks include sensitive financial data, manual compliance checks, portal access reviews. Stepwork eliminates these risks by automating the entire provisioning workflow.
No. Stepwork completes MFA exactly like a human user — supporting OTP, passkeys, push notifications, and other methods. It signs in through your existing identity provider via SAML, mirroring your organization's security posture.
See how Stepwork provisions users in Syndicate with 98% accuracy — in a 15-minute demo.
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