Client Engagement: Advisor Portal, Investor Portal & More

It doesn’t matter which part of wealth management you participate in, you can seamlessly integrate with the rest of your signatories and stakeholders easily.

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Image of advisor portal and other platform features.

Admin Portal

Get a real-time and global view of all clients and document status.

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Advisor Portal

Give advisors increased visibility on their client performance.

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Investor Portal

Give clients increased visibility on how their money is performing.

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Enable administrators, advisors, and investors, with simplified, centralized operations.

  • Third-party system integrations
  • Task scheduling
  • Real-time decisioning
  • SMS & email notifications
  • Automated portfolio monitoring
  • Customizable branding
  • PIN-protection & MFA/2FA
  • Mobile document upload
  • Automatically save form sessions
  • User management & permissions

Admin Portal

Forms are the APIs of finance. Mako's Admin Portal is where the form-filling magic happens, especially at scale. It allows different types of asset managers to oversee the state of onboarding for all clients at once, and to facilitate back-office paperwork with them digitally and remotely. This is centralized and streamlined operations at its finest.

Issuers/Administrators Can:

  • Initiate and assign particular workflows
  • Track the status of each signatory in the overall workflows
  • Give final sign-off in a workflow initiated by an advisor*
  • Grant access to advisor firms*

*For firms using Mako’s Advisor Portal

Image of administrator portal for advisors and other wealth managers.

Admin Portal

Forms are the APIs of finance. Mako's Admin Portal is where the form-filling magic happens, especially at scale. It allows different types of asset managers to oversee the state of onboarding for all clients at once, and to facilitate back-office paperwork with them digitally and remotely. This is centralized and streamlined operations at its finest.

Issuers/Administrators Can:

  • Initiate and assign particular workflows
  • Track the status of each signatory in the overall workflows
  • Give final sign-off in a workflow initiated by an advisor*
  • Grant access to advisor firms*
Image of advisor portal.

Advisor Portal

One of the most advantageous features Mako Fintech has developed to date, the Advisor Portal allows advisors to launch their own workflows. That means issuers can offer workflows to their advisors who can release these to investors, with final sign-off at the issuer level.

Advisors Can:

  • View all workflows from an issuer and send them out to individual investors
  • See all files associated with a workflow, plus their status in a single view
  • Easily approve or reject completed files 
  • Simplify management tasks from a dashboard view that aggregates tasks 
  • Offer a secure and streamlined UX when interacting with clients online
  • Start their own workflow, pre-fill information, and resend files as needed
  • Add different employee roles with different levels of permissions and restricted views

Investor Portal & Portfolio Reporting

With white-label and customizable branding, the investor portal allows client-facing advisors to serve investors with a modern interface that is mobile-friendly and streamlines their experience. Advisors can also configure custom portfolio reporting for investors.

Investors Get:

  • Automated portfolio monitoring
  • Real-time portfolio reporting
  • PIN-protected forms
  • Digital document upload

Investor Portal & Portfolio Reporting

With white-label and customizable branding, the investor portal allows client-facing advisors to serve investors with a modern interface that is mobile-friendly and streamlines their experience. Advisors can also configure custom portfolio reporting for investors.

Investors Get:

  • Automated portfolio monitoring                
  • Real-time portfolio reporting
  • PIN-protected forms
  • Digital document upload
  • Automatically saved form sessions
Image of investor portal that advisors can share forms through.

Experience the Benefits of Consolidated Cloud Transformation

Increased Velocity

Convenience

Cost Savings

More Time

Efficiency

Remote Operations

Ease of Use

Scalability & Growth

The firm chose Mako Fintech because it was more customizable than any other system. They were able to build automated processes that were exactly what they needed with the Mako team.
Read the full case study

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