Mako’s workflow management system puts paperwork processing on autopilot, so you and your clients can focus on investment transactions.
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Leverage existing client data and bulk-send pre-populated forms at scale with digital subscription agreement workflows.
An efficient system for fund managers to work with and a delightful investing experience for clients to engage in.
Once you’ve met with the Mako team, we’ll review your unique processes and provide automation recommendations that you can present to your firm’s stakeholders for validation before moving forward. Mako is happy to engage in your due diligence process as you consider working with our technology - security is a top priority for our company just like yours.
Once your custom platform is tested and launched, it can be integrated with your CRM and fund administrator. When you start using the system, you’ll see time-saving features like pre-populated forms for existing clients, as well as built-in error protection that eliminates form issues and improves client engagement.
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Don’t see your preferred solution? No problem. Contact us to see how we integrate with your existing systems.
Stop letting legacy fund manager software, manual sub-agreements, form errors and redundant data entry slow you down. See how Mako Fintech delivers up to 90% time savings, by booking a demo today.
You meet with the Mako team to review your unique processes. Our team will then provide automation recommendations that you can present to your firm’s stakeholders for validation before moving forward.
Mako will engage in your due diligence process. Security and privacy are a top priority for our company, our clients and our industry.
You're all set up! Your custom platform is now integrated with your CRM and fund administrator. Built-in error protection eliminates form issues to help improve client engagement and save time. Existing clients will get pre-populated forms for added acceleration.
Backed by large financial institutions, Mako is a trusted automation partner to the Canadian wealth management industry.
The integrity of our software processes, data and access are independently audited annually. Mako Fintech has completed a SOC2 audit.
As part of our annual audit processes, Mako has been recognized as adhering to best-practice standards on digital recordkeeping.
Our financial statements are subject to audit controls, and our performance is supported by our institutional insurance coverage.
"Wealth managers should have confidence that their data is safe, and they can count on us to meet their operational and compliance goals while leveraging our services"
— Shawn Prodgers, COO & CFO
Fund managers who use the Mako platform are most interested in automating sub-agreement documents, as well as custom workflows like automated client onboarding (KYC, ID, AML). For an improved client experience, fund managers appreciate the client portal that provides customer portfolio reporting. Additionally, the following sub-features are popular with fund managers:
During the due diligence phase, Mako is happy to provide client references who can verify the depth and performance of our automation solutions designed for wealth management professionals.
No, Mako serves all areas of the wealth management sector in Canada, including other market players like portfolio managers, and investment dealers. Mako also has connections with custodians, fund administrators and consultants.
Yes, we are currently working with a number of fund managers in Canada.
Yes, Mako operates across Canada, assisting some clients with wealth management operations in the US and overseas.
Mako proudly serves fund managers across Canada. For more information about our process, security, data and compliance policies we invite you to explore our website or contact us for specific enquiries.
Mako offers a solution to automate business processes for fund managers in Canada. Compared to other solutions, Mako is completely customizable to meet the unique needs that each fund manager has. Additionally, Mako’s platform is already integrated with various participants like custodians, fund administrators, and more. Compared to other fund management software, Mako’s solution is priced disruptively lower for the features and functionality included.
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