Automation: Digital Onboarding & Workflows

Automate any tedious business processes so that you can get back to what's important. Whether you’re a portfolio manager, a fund manager, or an investment dealer, operate more efficiently with Mako.

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Real Time KYC

Turn your existing KYC forms and processes into a single, secure, digital onboarding workflow.
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Subscription Agreements

Put fund-level processing on autopilot and close periodic new issuances faster, with a digital subscription agreement workflow.

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Custom Workflows

Client-facing, front-office operations, and back-office administration can be automated with custom workflows configured for you.

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Bulk Repapering

Bulk upload investor data and add it to any workflow, including repapering accounts to a new custodian.

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Because Finance Runs on Forms, Reliable Automation Changes Everything.

  • Remote operations
  • Eliminate manual data entry
  • Preserve existing processes
  • Prevent form errors
  • Bring more investment into funds
  • Competitive advantage
  • Sign deals faster
  • Reduced administration
  • Built-in compliance
  • Remove redundant communications

KYC Workflows

Real-Time KYC Automation

Know Your Client processes have never been this easy. Automating onboarding and KYC forms means these processes become personalized, digital workflows. The end result is a dramatically better client experience, significant time savings, and improved compliance reporting.

Built-in AML Lookups

Fulfill your anti-money laundering obligation at account opening easily. Verify watchlists for new clients with digital audit trails built for compliance.

Remote Electronic Identity Verification

Complete identity verification obligations electronically. Equifax integration permits automatic identity validation according to FINTRAC regulatory updates—without meeting in person.

Diagram of KYC Forms in Digital Onboarding Process

How It Works

  1. Prefill client information. Smart validation and data feeds ensure phone numbers and addresses are entered correctly.
  2. After the prefiling step, custom notes are sent to the signatories. Built-in e-signatures are secure and intuitive.
  3. Clients are notified and easily complete their onboarding forms on a computer or phone. Mako only shows your clients the sections they need to complete, depending on their circumstances.
  4. The client reviews the form, adds any required information, and provides supporting documents by upload or with their phone camera. We produce all required onboarding forms instantly.
  5. Data is stored and harmonized to automatically pre-fill future KYC forms and other documents. You track, review and approve forms and ID/AML lookup results in your Mako dashboard, onboarding clients without in-person meetings.

Bulk Repapering

Move your Entire Book of Business in a Breeze

Mako's strategic APIs and integrations provide a streamlined and effortless workflow for wealth managers looking to move their book of business to a new custodian. A process that usually requires several employees and months of work can be executed in just a few weeks by our team of experts.

Self-serve Data Upload

Seamlessly export all your account data from your previous custodian and import any type of data easily into the Mako Platform, using the format you prefer(CSV, PDF, etc).

Bulk-launching Documents

Re-paper your book of business by bulk-launching workflows into the Mako Platform. Advisors can also generate Aviso Account Opening Forms Packages and open new accounts in Dataphile using our APIs.

Diagram of KYC Forms in Digital Onboarding Process

How It Works

  1. Upload investor data
    Bulk upload investor data through our easy to use template file, or use existing Mako data.
  2. Data validation
    Validate the prepopulated data in our interface and select all the clients you wish to repaper.
  3. Processing
    Our Solutions Engineers map all related fields to the ones required by the new custodian.
  4. Final delivery
    With most custodians, straight-through processing is available and the change is done directly in the custodian backend. Otherwise, a file export is made available to be sent to the custodian.

Sub-Doc Workflows

Hassle-Free Subscription Agreements

Subscription automation enables hassle-free investment transactions, even for thousands of investors. Automating subscription services allows funds to turn documents into digital workflows and provide a delightful client experience. The end result is a solution that makes it easier to invest and less expensive to administer.

Diagram of Subscription Agreements in Digital Onboarding Process

How It Works

  1. Prefill client information. Smart validation and data feeds ensure phone numbers and addresses are entered correctly.
  2. After the prefiling step, custom notes are sent to the signatories. Built-in e-signatures are secure and intuitive.
  3. Clients are notified and easily complete their onboarding forms on a computer or phone. Mako only shows your clients the sections they need to complete, depending on their circumstances.

Custom Workflows

Get the benefits of automation designed for you, without adding technical complexity to your business

Management Velocity

  • Virtual verification
  • Real-time workflow monitoring
  • Task-based workflow notifications
  • Create recurring forms
  • Custom integrations
  • Bulk upload & send
  • Entity identity management
  • Advanced filters and usage reporting

Finance-First Design

  • Custom document digitization
  • Inherent compliance rules
  • Annual reviews workflow
  • Easy IMA updates
  • White-label platform
  • Audit trails
  • Modern and intuitive interface
  • See all in-flight forms and applications

Form Filling Reimagined

  • One-click digital approval
  • Native electronic signature
  • Multi-signature workflows
  • PDF generation
  • Digital document upload
  • Built-in autofill based on verifiable data sources
  • Pre-populated data based on entity memory
  • Built-in error detection 

Management Velocity

  • Virtual verification
  • Real-time workflow monitoring
  • Task-based workflow notifications
  • Create recurring forms
  • Custom integrations
  • Bulk upload & send
  • Entity identity management
  • Advanced filters and usage reporting
Image of Digital Onboarding Platform
Image of digital onboarding platform

Finance-First Design

  • Custom document digitization
  • Inherent compliance rules
  • Annual reviews workflow
  • Easy IMA updates
  • White-label platform
  • Audit trails
  • Modern and intuitive interface
  • See all in-flight forms and applications

Form Filling Reimagined

  • One-click digital approval
  • Native electronic signature
  • Multi-signature workflows
  • PDF generation
  • Digital document upload
  • Built-in autofill based on verifiable data sources
  • Pre-populated data based on entity memory
  • Built-in error detection 
  • Populate all pdfs with one webform
Image of digital onboarding platform

Experience the Benefits of Consolidated Cloud Transformation

Increased Velocity

Increased Velocity

Convenience

Convenience

Cost Savings

Cost Savings

Time Savings

More Time

Efficiency

Efficiency

Remote Operations

Remote Operations

Ease of Use

Ease-of-Use

Scalability and Growth

Scalability & Growth

Process ›

Security ›

Pricing ›

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.”
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“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.”
—  Gillian Kunza, CEO, Designed Wealth Management‍
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“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.”
—  Hampton Securities
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“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”
—  Whitehaven
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"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."
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