Workflow automation built specifically for the needs of the wealth management industry
Mako automates your processes to give your customers the best experience possible and make compliance a breeze.
Book a Demo
Mako automates your processes to give your customers the best experience possible and make compliance a breeze.
Book a Demo
100% accurate and compliant forms, guaranteed.
Delight clients with a streamlined end-to-end experience.
Can the 'canned' approach and preserve your firm's unique processes.
Get ahead with features like filling out multiple forms in one pass.
Automation reduces investor administration time up to 90%!
Digital ID verification and institutional APIs enable remote client onboarding.
Legacy banking and financial management systems pose security risks and are operationally onerous. Mako Fintech is a trusted and verified service provider in the financial sector, automating regulatory paperwork, while minimizing costs and mitigating risk.
Learn more about our state-of-the-art security here.
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