Wealth Management Technology That Automates Manual Administration
By replacing heavy and long administrative paper processes with digital ones, you can operate faster, easier and more efficiently.
Book a Demo
By replacing heavy and long administrative paper processes with digital ones, you can operate faster, easier and more efficiently.
Book a Demo
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Digital Onboarding & Workflows
Advisor Portal & Investor Portal
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.
>$700B
AUM
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Investment dealers can sign deals faster with automated investment management that simultaneously creates a world-class client experience.
$125.9B
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.
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.
