Update syndicator available balances in daily report worksheet

Syndicator balance rows go stale overnight, leaving portfolio reports without current balances or fee rates. Keep reports current for portfolio managers and reconciliations same day.

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Overview

If syndicator balances are stale each morning, your portfolio managers lack the figures needed for reconciliation and forecasting. This flow refreshes every syndicator row and stamps the summary sheet so finance has current numbers same day and can close the books faster.