Help Centre

Welcome to Mako Fintech's Help Centre, your source for documentation about getting started, onboarding investors, and other topics meant to support wealth managers using our product. Check out our FAQs for the most common questions, or simply search for what you're looking for.

Illustration of Mako Fintech platform

Basics

Workflows and Responses

Investor Management

Settings

Reporting

Can't find what you're looking for?

Reach out to our team directly at info@makofintech.com or use our contact form here.