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.
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Customer-facing processes can be seamless. Digitalize your fund’s existing forms into streamlined workflows and preserve your fund’s unique processes.
A world-class client engagement experience that eliminates inefficiency and redundancy.
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.
We build custom workflows to digitize and automate investor management document workflows, like EMD forms, KYC processes and sub-agreements.
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.
Backed by large financial institutions, Mako is a trusted automation partner to the Canadian wealth management industry.
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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:
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.
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.
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.
Yes
We do. Talk to sales for pricing.
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.
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