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 Fintech wealth management technology platform

Leading Firms Using Our Wealth Management Technology

Designed Wealth Management LogoVision Capital Logo

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 automates administration your way. The result?

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



100% accurate and compliant forms, guaranteed.

Client Experience

Client Experience

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

Customized Solutions

Customized Solutions

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



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

Time Savings

Time Savings

Automation reduces investor administration time up to 90%!

Remote Operations

Remote Operations

Digital ID verification and institutional APIs enable remote client onboarding.

Download our Latest eBook

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.

SOC Badge: CSAE 3416 Type 1

As Featured In:

Latest Posts

As Featured In:

Investment Executive Logo
Toronto Star Logo
PWC logo
Financial Post Logo
FinTech Magazine Logo
Advisor's Edge Logo
Digital Wealth News Logo
CB Insights Logo
Wealth Professional logo
Betakit Logo
McConnell Foundation Logo
chappuis halder and co logo
MTL in Tech Logo
The Financial Brand Logo
CE Corner Logo

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

Book a Demo