You want to focus on selecting the best investment opportunities for your clients and closing deals, but instead, inefficient manual processes have left you drowning in paperwork.
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Customer-facing processes like KYC onboarding can be done automatically and remotely, even across different custodian portals. Turn your firm’s forms and other third-party forms into a single workflow so clients only have to fill in their information once. Beyond onboarding, there are significant client and compliance benefits around digital document record-keeping.
A remarkably better client experience that eliminates data redundancy and respects their client’s time
Once you’ve met with the Mako team, we’ll review your firm’s unique processes and provide automation recommendations that you can present to your firm’s stakeholders for validation before moving forward. We can import data from your firm’s existing PMS and BI systems to build your custom configurations, even when they vary by custodian relationship or client type. With integrations to CRMs, custodian data feeds, portfolio management systems and financial data APIs, we play nice with your existing systems.
Once your Advisor Portal is all set up, paperwork will flow between your firm, investors and issuers, with management features that include document details, status, and filter options. You’ll also appreciate the streamlined annual renewals and AML updates, multi-signature workflows, pre-filled forms from external data sources, and audit trails for compliance.
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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.
We’ll import data from your firm’s existing PMS and BI systems to build your custom configurations, even when they vary by custodian relationship or client type. With integrations to CRMs, custodian data feeds, portfolio management systems and financial data APIs, we play nice with your existing systems.
You're all set up! Your Advisor Portal will now allow paperwork to flow between your firm, investors and issuers, with management features that include document details, status, and filter options. You’ll also appreciate the streamlined annual renewals and AML updates, multi-signature workflows, pre-filled forms from external data sources, and audit trails for compliance.
Backed by large financial institutions, Mako is a trusted automation partner to the Canadian wealth management industry.
Mako offers Software-as-a-Service (SaaS) to portfolio management firms that allows them to automate back-office administrative tasks, investor relations and more. While there are many portfolio management software systems available for different purposes, Mako specializes in customized automation that can cater to any portfolio manager’s existing processes and documents.
Some of our products may have investor fees associated to them. Contact our sales team to learn more.
Your data is stored securely with Mako, but you are the owner of it. For more details, refer to the Master Service Agreement between you and Mako.
Updating forms post-deployment is possible. Contact your account manager to discuss the changes you’d like to make as they pertain to your existing workflows and configurations. To protect all signatories in a workflow, forms that are already “in-flight” cannot be changed. In-flight forms that require modifications should be cancelled and resent to any signatories with any necessary changes.
We have institutional-level security. Please visit our security page for more information.
Many of Mako’s clients work with custodians overseas. As long as they have an API we can accommodate international integration requests.
Mako will never share your data with a third party. In order to automate your business, we can facilitate integrations to certain third-party API services, if you opt-in to those services.
In addition to Canada and the US, our system is compliant with European Union and Swiss e-signature laws.
Mako has strict policies in place with clear guidelines to protect our clients and our company. Please refer to our Terms of Service and Privacy Policy to learn more about data storage.
Mako supports English and French-language customers.
The setup and configuration time depends on the needs of each portfolio management firm. Typically the system can be configured in 6–8 weeks.
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