Mako Fintech

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Overview

About Mako Fintech

Mako Fintech is taking the wealth management industry by storm with digital solutions for dramatically improved efficiency. By taking administrative burdens out of wealth management, it promises to transform client experience, while completing tasks faster, easier and at scale. Mako's automated sub-agreements allow fund managers to dramatically accelerate closing and bulk-send paperwork at scale without recreating all of the firm’s existing processes.

Mako Fintech Pricing

Our Pricing Offers Industry-Leading Value Our price is extremely competitive given the platform’s flexibility because the product was set up to be low code/no code with a custom configuration for each client. As a result, pricing is based on the product feature adoption, the number of advisors and forms flowing through the platform, and typically an onboarding fee is included to cover the initial configuration and digitization of forms.

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Real-Time KYC Automation: Easy to keep track, better client experience.
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