Wealth Management Technology That Automates Manual Administration

By replacing heavy and long administrative paper processes with digital ones, you can operate faster, easier and more efficiently.

Mako Financial Technologies launched a category-redefining platform in 2018 that allows firms to bring client onboarding, renewal, and investment online seamlessly.

Every player in the financial industry is experiencing digital transformation in their own way, and Mako uses this principle as its North Star. Mako’s mission is to democratize the digitalization of wealth management and provide operational excellence to our customers through digital transformation. Mako Fintech is headquartered in Montreal, Canada, and led by a team of finance and technology experts.