The administrative side of the Mako portal allows different types of wealth managers to easily oversee the state of onboarding for all of their clients at once. It also facilitates paperwork with clients digitally and remotely. This article will look at what the administrator can do in the Admin Portal, including sending workflows, viewing responses, managing investors and employees, and more.
The Workflows tab contains a list of all the workflows belonging to the organization that the admin can send to clients to be completed and signed electronically.
In the Workflows tab the admin can either start a workflow or bulk start a workflow. Starting a workflow allows the admin to send a single workflow to an investor and optional subsequent signatories. Bulk starting a workflow allows the admin to download a CSV template and launch workflows to multiple investors at once. Click on the workflow name to see a detailed list of all the responses (see the Responses tab for more information).
The Responses tab contains a list of all the workflows admins, and advisors belonging to the organization have sent out. The admin will receive an email notification when a workflow is ready for admin approval.
The status of the form will automatically change from IN PROGRESS to REQUIRES APPROVAL when all signatories have approved. All workflows needing approval will be listed in the Responses tab under the Status column in the Mako Admin Portal. Once the workflow is approved the status of the form will automatically change from REQUIRES APPROVAL to APPROVED.
The Investors tab lists all the investors on the admin’s platform. By clicking an investor you can view and edit investor data, see any documents or responses associated with that investor and manage the investor’s login information.
The Advisors tab lists all the advisors and advisor firms that belong to the organization. The administrator can create a new advisor firm by clicking the + icon button in the top right corner. The admin can click on any firm at the top of the page to see only the advisors who belong to that firm. Additional actions can be found by clicking the three dots that appear next to every advisor firm.
Admins can select the gear icon next to an Advisor to configure their permissions.
Note: This is a paid feature. Please don't hesitate to contact your Account Manager to activate the item.
The Documents tab lists all the documents within the organization. Here each document can be downloaded and/or deleted. There are two subsections:
Certificate Documents: This section contains all the certificate documents in the organization.
Product Documents: This section contains all the product documents in the organization.
The Organization tab contains two subheadings:
Banking: The Banking tab allows the admin to process payments with CPA files.
Employees: The Employees tab allows the admins to manage organization employees (e.g. reset employee password, remove employee). The employees that are added by the administrator will have access to the Admin Portal and will be able to launch workflows, approve workflows, view investor data, and view responses.
The Settings tab contains four subcategories:
My Account: The My account tab allows admins to reset their password.
Organization: The Organization tab allows the administrator to customize the portal for the organization’s investors, including a custom domain and appearance.
In the organization tab, admins can also create email templates to customize the appearance of emails that are sent to investors from the Mako platform.
Integrations allows you to connect the Mako platform with other products you may use to better sync your organization's data.
For more detail on the Salesforce integration feature, visit the Setting up and Using the Salesforce Integration.
Permissions:
The owner of the organization use the permissions tab to change the permissions for other admin portal users. This can change what investors, responses and advisors they can see as well as actions they can take within the platform.
Note: This is a paid feature. Please don't hesitate to contact your Account Manager to activate the item.
