Everyone in finance has their own unique processes, and that’s why a one-size-fits-all approach won’t work for wealth management professionals. No matter what type of wealth manager you are, Mako Fintech has a way to automate your client operations.
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Portfolio managers can give clients a remarkably better experience while shedding inefficient manual processes.
$2.3B
AUM
Visit Portfolio Management Page ›
Fund managers can enhance fund performance with sub-agreements at scale, while creating a delightful investment experience.
>$1.1B
AUM
Visit Fund Manager Page ›
Investment dealers can sign deals faster with automated investment management that simultaneously creates a world-class client experience.
>$1B
AUM
Visit Investment Dealer Page ›
Financial institutions can delight clients and improve reputability with digital, compliance-ready workflows.
>$95B
AUA
Visit Financial Institution Page ›
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.
Wealth managers need technology that is able to turn complex documents and onboarding processes into simple, streamlined client experiences. Explore our powerful solutions:
Backed by large financial institutions, Mako is a trusted automation partner to the Canadian wealth management industry.
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Hyper-tailored processes meant that existing automation solutions could never meet the unique needs of this portfolio management firm.
Creating a hyper-customized configuration of the Mako platform to transform the firm’s existing processes, rather than asking them to reform their operations.
Centralized operations have been helpful to have a system where their client forms and the status of their onboarding is all in one place for stakeholders.
A client assessment, including the firm’s existing risk categories and client risk assessment questionnaire, built into the onboarding workflow allows advisors to provide a much better assessment upfront.
Existing form processes left this fund manager working manually, and scrambling when it came time to issue new funds.
Mako created a tailored solution where sub-agreement document processes became automated, with all investor data stored in secure data rooms.
Automated sub-agreements can now be sent to many different investors at the same time using the bulk send feature.
Extremely short turnaround for new sub-docs so closing can happen quickly.
The experience for investor onboarding was manual, time-consuming and off-putting for new clients.
Digitized and automated onboarding workflows and reporting inside an Investor portal, in addition to automated back-office administration, including direct integration with their custodian.
More performant fund management, and a world-class investor experience with easy-to-use automation.
Preserved the existing workflows and branding with custom configuration.
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.
You’ve thought about going digital, but you can’t take risks when it comes to the client experience. So don’t. See how Mako Fintech delivers customers up to 90% time savings.
