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Getting Started
Audit Trails for Investor Data
Creating a PIN
Viewing an Audit Trail
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Resending Forms
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KYC Tracking
Setting Up a Mako Client Subdomain
Removing and Changing Investor Logins
Changing Administrator Passwords
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Viewing Live Responses
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Advisor Portal Overview
Sending a Workflow
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Setting Up and Using the Salesforce and Mako Fintech Integration
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Viewing Live Responses

Viewing Live Responses

You can easily view responses in the Mako platform.

To view live responses:

  • Select Responses from the sidebar on the left.
  • Select the desired workflow.
Screenshot of responses from an investment manager inside the mako fintech platform
  • Select the desired signatory and click the View icon.
Screenshot of signatory responses inside mako fintech platform
  • The signatory’s responses will appear greyed out so that they can be viewed.
Screenshot of gathering background information as part of a subscription agreement workflow inside the Mako Fintech platform
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Montréal, QC H3B 2E7

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