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.