Mako Fintech
Mako Fintech revolutionizes client onboarding and compliance for wealth managers by automating complex processes. With tailored solutions for digital onboarding, advisor and investor portals, and secure data management, firms can enhance client experiences, reduce administrative burdens by up to 90%, and maintain brand integrity throughout every interaction.
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Top Mako Fintech Features
- Digital onboarding automation
- Streamlined client experiences
- Customizable workflows
- Automated compliance documentation
- Centralized client management
- Hyper-tailored process configurations
- Bulk send sub-agreements
- Seamless digital ID verification
- Integrated custodian connections
- Accurate pre-filled forms
- Rapid deployment timeframe
- Comprehensive risk assessment integration
- Efficient back-office administration
- Enhanced fund performance tracking
- Secure data room storage
- Time-saving administrative automation
- Client branding preservation
- User-friendly investor portal
- World-class client experience
- Trusted security features
