Solutions Catered to Your Unique Needs
Choose Your Wealth Management Profile
Fund managers can enhance fund performance with sub-agreements at scale, while creating a delightful investment experience.
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Investment dealers can sign deals faster with automated investment management that simultaneously creates a world-class client experience.
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Mako Fintech automates administration your way. The result?
Increased client satisfaction, improved regulatory compliance and reduced operational costs.
100% accurate and compliant forms, guaranteed.
Delight clients with a streamlined end-to-end experience.
Can the 'canned' approach and preserve your firm's unique processes.
Get ahead with features like filling out multiple forms in one pass.
Automation reduces investor administration time up to 90%!
Digital ID verification and institutional APIs enable remote client onboarding.
Explore the Mako Fintech Experience
Wealth managers need technology that is able to turn complex documents and onboarding processes into simple, streamlined client experiences. Explore our powerful solutions:
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In Pursuit of Efficiency:
Working with Technology to De-paper Wealth Management Processes
Top Names in Canadian Wealth Management Trust Mako Fintech
Backed by large financial institutions, Mako is a trusted automation partner to the Canadian wealth management industry.
Client Success Spotlight
Hyper-tailored processes meant that existing automation solutions could never meet the unique needs of this portfolio management firm.
Creating a hyper-customized configuration of the Mako platform to transform the firm’s existing processes, rather than asking them to reform their operations.
Learn more about how Mako serves portfolio managers here.
Centralized operations have been helpful to have a system where their client forms and the status of their onboarding is all in one place for stakeholders.
Improved Upfront Assessment
A client assessment, including the firm’s existing risk categories and client risk assessment questionnaire, built into the onboarding workflow allows advisors to provide a much better assessment upfront.
Existing form processes left this fund manager working manually, and scrambling when it came time to issue new funds.
Mako created a tailored solution where sub-agreement document processes became automated, with all investor data stored in secure data rooms.
Learn more about how Mako serves fund managers here.
Automated Sub-Agreements at Scale
Automated sub-agreements can now be sent to many different investors at the same time using the bulk send feature.
Closing in Record-Time
Extremely short turnaround for new sub-docs so closing can happen quickly.
The experience for investor onboarding was manual, time-consuming and off-putting for new clients.
Digitized and automated onboarding workflows and reporting inside an Investor portal, in addition to automated back-office administration, including direct integration with their custodian.
Learn more about how Mako serves investment dealers here.
World-Class Investor Experience
More performant fund management, and a world-class investor experience with easy-to-use automation.
Preserved the existing workflows and branding with custom configuration.
Safe and Secure Wealth Management
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.
Thank You to Our Partners
Don’t Let Legacy Systems & Manual Processes Slow You Down
You’ve thought about going digital, but you can’t take risks when it comes to the client experience. So don’t. See how Mako Fintech delivers customers up to 90% time savings.
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