Author: Chandal Nolasco da Silva

The new Canadian Sustainability Standards Board (CSSB) was just announced this week to help combat the use of greenwashing in the ESG investment sector, alongside a coordinated effort worldwide with the International Sustainability Standards Board (ISSB).

Mako was extremely pleased to attend, sponsor and speak at this annual conference that brings all types of wealth managers together to talk about tech innovation in the industry. In case you weren’t able to attend, we’ve got you covered. Read on to see the top takeaways from this year’s Wealth Tech Summit.

Toronto-based Designed Wealth Management is an independent introducing brokerage firm with $550M in assets under management and a mission to put client experience first. Using Mako, Designed can onboard new investors through their advisors, at the carrying broker level, in a matter of minutes.

Western Pacific Trust Company wanted to transform its account opening processes from manual to digital without compromising client experience. The WPTC team was impressed that the Mako system would allow them to open new accounts digitally and that it could be customized to their unique needs.

In this interview, Sheila Chau shares her story about how she became an expert in wealth technology, thoughts on how the implementation of wealth management software has evolved, and advice for firms who are thinking of going digital.

We surveyed Canadian wealth managers to ask them what their biggest efficiency challenges at work were. Here's what they had to say.

2021 has been another eventful year for Canadian wealth managers. In this post, we’re recapping some of the most shared news stories from across the Canadian wealth sector in the past year.

Mako Fintech has launched a multi-year partnership, sponsoring the AI4Good Lab program. The Lab helps its sponsors address the pipeline issue of increasing diversity on their teams by providing access to their alumni community. Young graduates from across Canada are able to benefit from the ongoing remote employment opportunities that Mako offers.

To date, very few Canadian wealth managers have gone fully digital. Many still employ a hybrid business model which involves using digital solutions for some tasks and manual processes for others. Those failing to embrace digitalization risk losing clients to more tech-savvy competitors.

Did you know that November is Financial Literacy Month in Canada? This year, we’re taking the stage to talk about wealth management in Canada, portfolio diversification, human versus machine investing, and how advisors can build trust with new investors.

Jayson Horner, President, CEO, and Co-Founder of The CanDeal Group, shares his insights on leading technological transformation in a critically important industry, Canada’s position in the global marketplace, and staying motivated from one challenge to the next.

You asked, we answered! Here are the questions from our webinar panel discussion hosted by Advisor’s Edge.

A new SRO was formed this week, merging IIROC and the MFDA. Evolving regulatory conditions across the financial services industry create challenges for Canada’s wealth managers, especially those in the process of navigating digital transformation.

In this interview with Glenn Goucher, former President of the Canadian Derivatives Clearing Corporation, he shares his insights on technological innovation in the Canadian finance sector, how he helped Canada’s financial system during the COVID crisis, and his advice for new grads.

Learn about the custom automation configured for this portfolio management firm, and how it led to more centralized operations, increased visibility for compliance, meaningful time savings and more.

In case you didn't get a chance to attend this year's Canadian Fintech Summit, we’ve rounded up the top insights right here. Read on to learn what speakers had to say about digital banks, diversifying finance, regulating cryptocurrencies and more.

Did you know Mako began as a compliant, online transfer agency platform? Today we have morphed into automation architecture that can be configured for almost anyone working in wealth management. Check out our full brand story here.