Mako for Investment Dealers

Skyrocket Performance
by Creating a World-Class Investment Experience

You want to focus on leading sales and trading for your clients, but instead, sub-par onboarding and administration processes are slowing down new deals.

Book a Demo
Platform for automated investment management

Sign new deals faster with Mako's trusted technology that digitalizes administrative paperwork so clients can invest easily and automatically.

Diagram of benefits for Investment Dealers

Accelerate performance with automated investment management

Customer-facing processes can be seamless. Digitalize your fund’s existing forms into streamlined workflows and preserve your fund’s unique processes.

Investment dealers using the Mako platform get:

  • Automated investor management
  • Performant fund management and operations to sign deals faster
  • A client-facing portal and an advisor portal
  • Easy automation, especially around payment for fund closing
  • Digital document record-keeping
  • Preservation of existing workflows & branding
  • Reduced administration, with features like bulk upload and audit trails

The Result:

A world-class client engagement experience that eliminates inefficiency and redundancy.

Can you make your firm more attractive to potential investors?

Potential investors can take their money anywhere, so dealers have to demonstrate what sets their firm apart from the rest. Give clients a modern experience and leverage automated investor management.

See how your firm can sign deals up to 90% faster with Mako Fintech.

Request a Demo

Getting Started

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

01

Business process review

You meet with the Mako team to review your fund’s existing systems and processes. We’ll design a solution that meets your exact needs, including working with your fund’s custodian, forms, and pulling data from existing systems. 

02

We create, test and deploy your customized workflows

We build custom workflows to digitize and automate investor management document workflows, like EMD forms, KYC processes and sub-agreements.

03

Investors get a world-class experience

You're all set! With Mako configured to your exact needs, your investors get an unbeatable digital onboarding experience, with real-time reporting built-in.

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.

Aviso Wealth logoHampton Securities logoWestern Pacific Trust Company LogoGold Investment Portfolio Manager LogoWhite Haven LogoNew Market Funds Logo

FAQs for Investment Dealers

What are the top product features that matter to investment dealers?

Investment dealers are typically most interested in Mako’s ability to digitalize and automate their existing investor management processes. The top Mako features that matter for investment dealers are:

  • Digitalization & automation workflows (payments for fund closing, EMD docs)
  • Integration with your custodian
  • Reporting inside an Investor portal
  • Digital KYC
  • Digital sub-agreements
  • Custom configuration
  • Bulk upload
  • Delightful user experience

Are there any risks for firms that are working with Mako Fintech?

Investment dealers can feel confident in our technology knowing that it’s trusted and used by some of Canada’s top wealth management firms, including custodians and financial institutions. Mako’s top priority is providing institutional-level security and privacy. Using Mako’s technology helps to improve a firm’s ability to meet compliance regulatory requirements. Please visit our security page for more information.

Can Mako’s platform perform standalone transactions?

Mako can help with specific types of standalone transactions, that would fall outside of a common workflow. For example, we can facilitate an additional transfer-in for existing clients. Contact your account manager for more information.

Does Mako’s platform provide usage statistics?

Yes, Mako provides basic usage statistics for administrators and advisors to tally investor activity inside the platform. For more information or to book a demo, click here.

Can I create CSV data records and export these?

Yes

Does Mako offer a monthly AML lookup?

We do. Talk to sales for pricing.

What email capabilities are available inside Mako?

Mako’s platform allows you to give access to your fund’s documents securely via email. Add your branding and customize messaging as needed. While these features are available inside the platform, Mako does not offer a true email client service.