Efficient document management during client onboarding is crucial for wealth management professionals.
Our Custom Form Upload feature empowers you to seamlessly integrate any PDF form into your existing workflows, enhancing flexibility and efficiency throughout the onboarding process.
It can also be used to e-sign any standalone document, eliminating the need for multiple signature solutions.
With Custom Form Upload, adding documents to your workflows is a straightforward process requiring no IT support or backend development.
Simply upload your PDF forms, and our intuitive drag-and-drop interface allows you to position signature fields precisely where needed, ensuring an easy signing process for all parties involved.
Whether you're handling complex agreements, tax forms, or client consent documents, Custom Form Upload adapts to your requirements.
This feature lets you manage various document types securely and efficiently, streamlining client onboarding and agreement finalization in a unified workflow.
Security is at the core of our platform. All uploaded forms integrate with Mako’s industry-leading e-signature module, adhering to the highest encryption and compliance standards.
This ensures that every document remains secure, private, and legally binding.
Custom Form Upload is part of our commitment to providing a fully integrated, low-code wealth management platform. Designed for personalization, this feature enables you to adjust workflows effortlessly, aligning perfectly with your unique client needs and operational goals.
Elevate your document management process with Mako Fintech’s Custom Form Upload. Contact us today to learn how this feature can enhance your workflows and user experience.
