Wealth Management Automation, Customized

Everyone in finance has their own unique processes, and that’s why a one-size-fits-all approach won’t work for wealth management professionals. No matter what type of wealth manager you are, Mako Fintech has a way to automate your client operations.

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Mako Fintech wealth management platform

Solutions Catered to Your Unique Needs

Choose Your Wealth Management Profile

Portfolio managers can give clients a remarkably better experience while shedding inefficient manual processes.

$2.3B

AUM

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Portfolio Managers: Representative image of wealth management professionals at work

Fund managers can enhance fund performance with sub-agreements at scale, while creating a delightful investment experience.

>$1.1B

AUM

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Investment dealers can sign deals faster with automated investment management that simultaneously creates a world-class client experience.

>$1B

AUM

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Financial institutions can delight clients and improve reputability with digital, compliance-ready workflows.

>$95B

AUA

Visit Financial Institution Page ›
Financial Institutions: Representative image of wealth management professionals at work

Mako Fintech automates administration your way. The result?

Increased client satisfaction, improved regulatory compliance and reduced operational costs.

Compliance

100% accurate and compliant forms, guaranteed.

Client Experience

Delight clients with a streamlined end-to-end experience.

Customized Solutions

Can the 'canned' approach and preserve your firm's unique processes.

Convenience

Get ahead with features like filling out multiple forms in one pass.

Time Savings

Automation reduces investor administration time up to 90%!

Remote Operations

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:

Mako Fintech public demo

Curious but not ready to commit?
Join our public demo.

On Thursday, July 29th at 12 p.m. EST, Mako will host a public demonstration of our product. Enter your email address below to register, and we'll send you all the details shortly. Can't make it that day? No problem. A recorded version will be shared with all registrants.

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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.

Aviso Wealth logoHampton Securities logoWestern Pacific Trust Company LogoGold Investment Portfolio Manager LogoWhite Haven LogoNew Market Funds Logo

Client Success Spotlight

Challenge

Hyper-tailored processes meant that existing automation solutions could never meet the unique needs of this portfolio management firm.

Solution

Creating a hyper-customized configuration of the Mako platform to transform the firm’s existing processes, rather than asking them to reform their operations.

Results

Centralized Operations

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.

Learn more about how Mako serves portfolio managers here.
Challenge

Existing form processes left this fund manager working manually, and scrambling when it came time to issue new funds.

Solution

Mako created a tailored solution where sub-agreement document processes became automated, with all investor data stored in secure data rooms.

Results

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.

Learn more about how Mako serves fund managers here.
Challenge

The experience for investor onboarding was manual, time-consuming and off-putting for new clients.

Solution

Digitized and automated onboarding workflows and reporting inside an Investor portal, in addition to automated back-office administration, including direct integration with their custodian.

Results

World-Class Investor Experience

More performant fund management, and a world-class investor experience with easy-to-use automation.

Processes Preserved

Preserved the existing workflows and branding with custom configuration.

Learn more about how Mako serves investment dealers here.

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.

CSAE 3416 Type 1

Thank You to Our Partners

Desjardins Capital logoPME Fund LogoCanadian Association of Alternative Strategies & Assets logoFinance Montreal LogoFintech Station Montreal logo
Financial Post logoWealth Professional logoMcConnell Foundation Logochappuis halder and co logoMontreal in Tech logoThe Financial Brand logo
Mako Fintech Platform demo

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.

As Featured In:

Financial Post logo
Wealth Professional logo
McConnell Foundation Logo
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Montreal in Tech logo
The Financial Brand logo

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