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.