Our Wealth Management Partners

Serving Custodians,
Fund Administrators, and Consultants

Partner with Mako Financial Technology to dramatically improve operations in your network.With so many fintech solutions emerging, market participants have to sort through the noise to find a partner that can improve the unique operations of each client they serve, without impacting performance, compliance or security.

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Mako Fintech Wealth Management Logo

Mako Financial Technologies provides cloud-based client engagement and business process automation services, such as digital onboarding, client reporting, and form automation.

We also provide professional services, which can include the development and implementation of specific features. With connections to CRMs, custodians, portfolio management systems, financial data APIs, and more, we are the solution for automating Canada’s wealth management sector.

One problem has been paperwork, but that is changing. We are now at an inflection point in the technology…ease of use makes a big difference to an adviser, who may have to process dozens of forms without compromising high standards of service.
Joan Solotar
Head of Global Private Wealth Solutions
Blackstone

Understanding the Mako Reseller Partnership Program

The Mako Reseller Partnership Program seeks to provide advantages to partners who refer or resell the Mako platform and related services. Partners benefit from two models adapted to their needs:

Referral Program

The referral program allows our partners to earn a commission by referring new contracts to Mako Fintech. Under this program, Mako is responsible for sales and relationship management.

Reseller Program

The reseller program allows our partners to earn a margin of profit by reselling Mako’s products and services. Under this program, our partners are responsible for sales and client management, with support from the Mako team at all stages of the relationship.

Why Become a Financial Technology Partner?

The combination of a software-as-a-service (SaaS) platform and consulting expertise is broadly applicable to many kinds of wealth management businesses. By leveraging Mako’s automation architecture to integrate with your network, partners can actively participate in the contiguity of the financial services industry.

Graphic of Scheduled Success for Financial Technology Partners

Scheduled Success

We take our partnerships seriously, and it is important for us that you are successful. As such we meet regularly with all our active partners. This meeting allows us to obtain your feedback, and those of your clients, including where we can improve. It also helps us to determine KPIs and measures to help you meet them.

The Mako team can help you identify prospects and establish a plan together to close sales. Alternatively, Mako is there to make sure that your business relationships are going well by recognizing pain points and preventing disputes and misunderstandings.

Ongoing Partner Training and Support

We are dedicated to providing all our partners with the support they need to be successful. Mako will commence partner engagements by providing training to develop an operational understanding of the technology for business development, marketing and sales.

Beyond that, our team can assist in scoping opportunities and participating in sales meetings, as well as providing subsequent marketing materials and documentation as needed. As our product evolves we are committed to making sure our partners are informed to keep contacts in their network up-to-date. 

Ongoing Partner Training and Support

We are dedicated to providing all our partners with the support they need to be successful. Mako will commence partner engagements by providing training to develop an operational understanding of the technology for business development, marketing and sales.

Beyond that, our team can assist in scoping opportunities and participating in sales meetings, as well as providing subsequent marketing materials and documentation as needed. As our product evolves we are committed to making sure our partners are informed to keep contacts in their network up-to-date. 

Graphic of ongoing training for financial technology partners
Graphic of Additional revenue for financial technology partners

Additional Revenue

Mako’s partnership program allows you to create mutually beneficial digital transformation solutions in your network.

Augment your current offer with our flexible program that can be tailored to the needs of you and your network, while making additional revenue.

Are You Interested in Joining Mako’s Partner Program?

Get in touch with our team to discuss your situation and how we can help. Join custodians, fund administrators and consultants across Canada who are already benefiting from our lucrative financial technology partnership program.

Schedule a Partners Meeting