Mako Fintech

Mako Fintech, developed by Mako Financial Technologies, is a cloud-based client engagement and business process automation solution that aims to enhance client experience and operational efficiency within Canada's wealth management industry. According to the vendor, this platform caters to various market participants, including portfolio managers, fund managers, investment dealers, custodians, and fund administrators. By providing digital onboarding, client reporting, and form automation services, Mako Fintech aims to streamline workflows, improve reputability, and reduce administrative burdens for these professionals.

Key Features

Digitalization & Automation Workflows: Mako Fintech enables investment dealers to digitize and automate various workflows, such as payments for fund closing and EMD (Exempt Market Dealer) documents. According to the vendor, this feature streamlines and accelerates investor management processes.

Integration with Custodian: Mako Fintech seamlessly integrates with custodian systems, allowing investment dealers to connect their existing systems with Mako's platform. The vendor claims that this integration ensures smooth data flow and synchronization, enhancing operational efficiency.

Reporting Inside an Investor Portal: Mako Fintech provides comprehensive reporting capabilities within an investor portal. Investment dealers can generate and access detailed reports on investor activity, portfolio performance, and other relevant data. According to the vendor, this feature enhances transparency and enables investment dealers to deliver valuable insights to their clients.

Digital KYC (Know Your Customer): Mako Fintech offers a digital KYC solution, streamlining the customer onboarding process for investment dealers. The vendor states that this feature enables digital collection, verification, and storage of customer identification documents, ensuring compliance with regulatory requirements.

Digital Sub-Agreements: Mako Fintech facilitates the creation and management of digital sub-agreements. Investment dealers can generate and execute sub-agreements digitally, eliminating the need for manual paperwork and improving overall efficiency, according to the vendor.

Custom Configuration: Mako Fintech allows investment dealers to customize the platform according to their specific requirements. The vendor claims that this feature enables tailored configurations to align with existing processes, workflows, and systems, providing a personalized user experience.

Bulk Upload: Mako Fintech supports bulk upload functionality, enabling investment dealers to upload a large volume of data or documents in a single batch. According to the vendor, this feature simplifies data migration and enhances operational efficiency.