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Basics
Adding Advisor Firms
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Help Center
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Adding Advisor Firms

Adding Advisor Firms to Your Organization

You can easily add advisor firms to the Mako platform in a couple of steps.

To add a new advisor firm:

From the Main Menu, select Advisors in the left-hand sidebar.

Click on the + sign in the top right corner of the screen.

Fill in the requested information in the Create Advisor Firm window.

Once all the information is complete, click the Submit button.

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Montréal, QC H3B 2E7

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