Wealth Management Technology That Automates Manual Administration

By replacing heavy and long administrative paper processes with digital ones, you can operate faster, easier and more efficiently.

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:

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.



Visit Portfolio Management Page ›
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.



Visit Fund Manager Page ›
Representative image of fund management professionals at work

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



Visit Investment Dealer Page ›
Representative image of investment dealers at work

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



Visit Financial Institution Page ›
Representative image of financial institution professionals at work

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:

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

Latest Posts

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

Book a Demo