What are the top features for fund managers?
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:
- Client tagging
- One-to-many form sending
- Task-based workflow notifications
- Form memory
- Native e-signature component
- 2FA client logins
- KYC document upload
Does Mako have any client references?
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.
Does Mako work only with fund managers?
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.
Does Mako have experience working with Canadian fund managers?
Yes, we are currently working with a number of fund managers in Canada.
Does Mako operate across many jurisdictions?
Yes, Mako operates across Canada, assisting some clients with wealth management operations in the US and overseas.
Is there any operational risk in working with Mako?
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.
How does Mako’s platform compare to other fund manager software?
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.