Workflow automation built specifically for the needs of the wealth management industry
Mako automates your processes to give your customers the best experience possible and make compliance a breeze.
Book a Demo
Mako automates your processes to give your customers the best experience possible and make compliance a breeze.
Book a Demo
100% accurate and compliant forms, guaranteed.
Pre-fill known data and give your customers the best form-filling experience for accurate data every time.
Preserve your firm’s brand and identity through the entire KYC process.
Our team of experts will get you up and running within as little as a week.
Automation reduces investor administration time up to 90%!
Digital ID verification and institutional APIs enable remote client onboarding that is just as seamless as in-person.
Legacy banking and financial management systems pose security risks and are operationally onerous. Mako Fintech is a trusted and verified service provider in the financial sector, automating regulatory paperwork, while minimizing costs and mitigating risk.
Learn more about our state-of-the-art security here.
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