Wealth Management Automation, Customized

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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Mako Fintech wealth management platform

Solutions Catered to Your Unique Needs

Choose Your Wealth Management Profile

Portfolio managers can give clients a remarkably better experience while shedding inefficient manual processes.



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Fund managers can enhance fund performance with sub-agreements at scale, while creating a delightful investment experience.



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Investment dealers can sign deals faster with automated investment management that simultaneously creates a world-class client experience.



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Financial institutions can delight clients and improve reputability with digital, compliance-ready workflows.



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Mako Fintech automates administration your way. The result?

Increased client satisfaction, improved regulatory compliance and reduced operational costs.


100% accurate and compliant forms, guaranteed.

Client Experience

Delight clients with a streamlined end-to-end experience.

Customized Solutions

Can the 'canned' approach and preserve your firm's unique processes.


Get ahead with features like filling out multiple forms in one pass.

Time Savings

Automation reduces investor administration time up to 90%!

Remote Operations

Digital ID verification and institutional APIs enable remote client onboarding.

Explore the Mako Fintech Experience

Wealth managers need technology that is able to turn complex documents and onboarding processes into simple, streamlined client experiences. Explore our powerful solutions:

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In Pursuit of Efficiency:

Working with Technology to De-paper Wealth Management Processes

Webinar: Make Your Wealth Management Practice More Efficient

Top Names in Canadian Wealth Management Trust Mako Fintech

Backed by large financial institutions, Mako is a trusted automation partner to the Canadian wealth management industry.

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Client Success Spotlight


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

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.

Improved Upfront Assessment

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.

Learn more about how Mako serves portfolio managers here.

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 at Scale

Automated sub-agreements can now be sent to many different investors at the same time using the bulk send feature.

Closing in Record-Time

Extremely short turnaround for new sub-docs so closing can happen quickly.

Learn more about how Mako serves fund managers here.

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.


World-Class Investor Experience

More performant fund management, and a world-class investor experience with easy-to-use automation.

Processes Preserved

Preserved the existing workflows and branding with custom configuration.

Learn more about how Mako serves investment dealers here.

Safe and Secure Wealth Management

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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Thank You to Our Partners

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Don’t Let Legacy Systems & Manual Processes Slow You Down

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.

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