Mako vs FourEyes

Mako vs FourEyes

More than compliance.

Compliance is important, but onboarding is so much more than that. The software has to be more powerful than simple compliance checks to be worth it for your organization.

Mako makes sure every document within our workflow is compliant and auditable but, more than anything, easy to fill out at scale.

Features Mako FourEyes
Native E-signature
Salesforce integration
API integrations (AML lookup etc)
Short config time
KYC Refresh
Both custodians and PM forms Only custodians
NBIN Integration

Technology and Efficiency in Wealth Management

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In Pursuit of Efficiency:

Working with Technology to De-paper Wealth Management Processes

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