Mako for Fund Managers & Issuers

Launch & Grow Your Fund with Subscription Processing Automated
in just Minutes

Mako’s workflow management system puts paperwork processing on autopilot, so you and your clients can focus on investment transactions.

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Mako's automated sub-agreements make it possible to add investors and bulk-send paperwork at scale.

Diagram of Fund manager software

Real-time tracking Fund Operations with Automated Sub-Agreements and Audit Trail

Leverage existing client data and bulk-send pre-populated forms at scale with digital subscription agreement workflows.

The Mako platform offers Fund Managers: 

  • Configurable out-of-the-box solution to meet your accelerated implementation timeline
  • Automated AML/IDV lookups
  • Ability to bulk-send workflows
  • Pre-populate forms with existing investor data
  • Native e-signature component
  • 2FA webform access
  • Automated white-labeled email communications (Capital call, distribution, etc.)
  • Mid-stream file upload

The Result:

An efficient system for fund managers to work with and a delightful investing experience for clients to engage in.

Implementation Process With Mako

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.

Mako and Client Sprint Activities

System Integrations

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Don’t see your preferred solution? No problem. Contact us to see how we integrate with your existing systems.

Looking for a solution to scale your fund and increase clients’ engagement? 

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.

See why Mako Fintech is trusted by some of the biggest names in Canadian finance.

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Getting Started

Here's how we'll work together to build your custom platform:


Business process review

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.


In-depth due diligence

Mako will engage in your due diligence process. Security and privacy are a top priority for our company, our clients and our industry.


Integration with your existing systems

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.

The Mako Promise

With institutional-grade security built-in, Mako is dedicated to making your goals attainable using our advanced business process automation for the financial services industry.

Learn more about Mako Fintech’s security

Top Names in Canadian Wealth Management Trust Mako Fintech

Backed by large financial institutions, Mako is a trusted automation partner to the Canadian wealth management industry.

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We are proud to be SOC-2 Certified

CSAE 3416 Type 1 Audit Badge

Controls Audits

The integrity of our software processes, data and access are independently audited annually. Mako Fintech has completed a SOC2 audit.

Regulatory Oversight

As part of our annual audit processes, Mako has been recognized as adhering to best-practice standards on digital recordkeeping.

Financial Solidity

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

FAQs for Fund Managers

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
  • Multi-AML
  • One-to-many form sending
  • Task-based workflow notifications
  • Form memory
  • Bulk-upload
  • Native e-signature component
  • 2FA client logins
  • KYC form 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.