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.
Book a Demo
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.
Book a DemoForms 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.
*For firms using Mako’s Advisor 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.
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.
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.
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.
