Mako Fintech
Mako Fintech helps Canadian wealth management firms automate administrative workflows for better efficiency and client experience. It offers custom digital solutions focused on compliance, AML, onboarding, and identity management—transforming operations to be faster, scalable, and regulation-ready.
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Mako Fintech Overview
Mako Fintech is a Canadian digital platform that streamlines the administrative processes of wealth management firms through customized automation solutions. Designed for top-tier financial professionals, Mako Fintech eliminates manual workflows, enhances operational efficiency, and scales client servicing capabilities. It enables faster and easier task execution while elevating the client experience. With a strong focus on compliance, AML, client onboarding, and identity management, the platform empowers firms to modernize their operations and remain competitive in the digital age. Mako Fintech is the trusted choice for advisors aiming to optimize performance while ensuring regulatory adherence.
Features
Automated Client Onboarding & KYC Workflows
Hassle-Free Subscription Agreement Automation
Customizable Workflows with CRM Integration
Real-Time Workflow Monitoring and Audit Trails
Mako Fintech Pricing Overview
Mako Fintech Score
Smyte Score
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FAQs
Mako Fintech is a digital platform that streamlines administrative processes in wealth management through customized automation solutions.
The software includes automated client onboarding, customizable workflows, compliance tools (AML/KYC), and real-time workflow monitoring.
No, Mako Fintech does not offer a free trial or a free version.
The platform is designed for wealth management professionals seeking to enhance efficiency and compliance through automation.
Since pricing details are not publicly available, it’s recommended to contact the vendor directly through their Capterra profile for more information.
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