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.

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Mako Fintech wealth management technology platform

Leading Firms Using Mako

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Mako Fintech automates administration your way. The result?

Forms are one of the biggest time sinks of the wealth industry; regain control of your KYC process.


The Fastest KYC Process in the Industry

100% accurate and compliant forms, guaranteed.

Client Experience

Eliminate Back And Forth

Pre-fill known data and give your customers the best form-filling experience for accurate data every time.

Customized Solutions

Fully Customizable Solution

Preserve your firm’s brand and identity through the entire KYC process.


Rapid Implementation

Our team of experts will get you up and running within as little as a week.

Time Savings

Fewer Forms, More Client Time

Automation reduces investor administration time up to 90%!

Remote Operations

Anywhere, Anytime

Digital ID verification and institutional APIs enable remote client onboarding that is just as seamless as in-person.

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In Pursuit of Efficiency:

Working with Technology to De-paper Wealth Management Processes

Webinar: Wealth Management Technology to Make Your Practice More Efficient

Safe and Secure Wealth Management Technology

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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Don’t Let Legacy Systems & Manual Processes Slow You Down

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