Launch year: 2018
Country: Canada
Funds raised: CAD 1,000,000

Mako Fintech – Open your front office in the cloud

Concept description

Mako is a software as a service (SaaS) for financial client management: onboarding/know your client (KYC), portfolio reporting, and automation. The company makes ID checks, KYC forms and reports into digital experiences. Mako is a technology stack for financial client management: 

  • Cloud service: SaaS allows firms to continue servicing clients when both employees and clients are remote. Mako Fintech low-code digital form framework simplifies validation, prefilling and annual updates. 
  • Digital ID & AML: New regulatory clarity on esignatures and remote ID verification allows Mako Fintech to digitize entire workflows. Mako Fintech also integrate automated anti-money laundering (AML) lookups, reducing operational risks and costs. 
  • Superior UXUsing the cloud, Mako Fintech provides digital onboarding and online investing tools as well as user-friendly, interactive portfolio dashboards. 

Value proposition

Mako intends to bring the investor into the cloud, improve service, reduce costs and allow its clients to continue servicing their investors in a distributed, cloud-first world. The company’s primary targets are top-tier asset managers, for whom Mako can help improve multiple aspects of their day-to-day business:

Engage clients:

  • KYC & onboarding forms
  • Subscription agreements
  • Charts & Visualizations

Streamline the back office: 

  • Capital call notices
  • Subscriptions & Distributions
  • Payment processing

Reduce compliance risk

  • E-signatures
  • Audit trails
  • Digital ID & AML



Illustration (Video)

PHP Code Snippets Powered By :
Scroll to Top