Mako vs NestWealth

Mako vs NestWealth

Your clients deserve a dedicated onboarding experience.

Your onboarding solution should leave you the freedom of choosing the CRM that fits your needs best and certainly shouldn’t require you to buy other software to be a complete experience. 

Mako carefully crafted an onboarding experience that doesn’t require any extra tools and just feels right: native e-signature, KYC refresh, PM and custodian forms, subdoc agreements and more. If you need it within your onboarding, we’ll make sure it’s there. Natively.

Features Mako Nest Wealth
Cost effective
Native E-signature
Sub agreements
API integrations (AML lookup etc)
Short configuration time
Salesforce integration
Salesforce subscriptions No need Mandatory
KYC refresh
Both custodians and PM forms Only custodians
NBIN integration
Microsoft Dynamics integration

Technology and Efficiency in Wealth Management

View full Infographic

In Pursuit of Efficiency:

Working with Technology to De-paper Wealth Management Processes

Download Complete eBook