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 portal for advisors and other administrators.

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*
Advisor portal image.

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 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

Case Study with an Edmonton-based Portfolio Management Firm

“Even before a call, just doing my prep, I could see what I needed to ask and what points would be the most important to discuss with the client when I hadn’t even spoken to them yet. That’s huge versus going and meeting a client for the first time and having no sense of who they are, or how they feel about investing. It just helps us make a much better assessment.”
Read the full case study
“When we’ve talked with other advisors, we know that with other systems an account can take upwards of two weeks to open. With Mako, it can take sometimes 15 or 20 minutes to get an account opened at the carrying broker, where you can start putting money into the client’s account and doing transactions.”
Read the full case study
“When you have to repaper 3,000 clients, it’s impossible. [With Mako] it’s much easier for the administrative team to fill out and send documents to clients faster and in bulk. Advisors have a more efficient process, whereas before it would get complicated through emails. We love the ease of using the product (inputting clients data, preloading data, bulk workflows etc.), and also love the team at Mako.”
“Quicker communication has made our process a lot simpler. Also, it gives clients access to their account details in an easier way since we use multiple custodians, and cuts down the number of questions we receive from clients”
"Western Pacific Trust Company has been using the Mako system daily. Their Plan Administration department uses the customized digital onboarding solution for clients to complete and submit the documents online to open self-administered registered plans at WPTC. The efficiencies in the system have been a huge help for their team."
Read the full case study