---
description: Review of Mako Fintech Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Mako Fintech | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [AML Software](/directory/4335/aml/software) > [Mako Fintech](/software/359084/mako-fintech)

# Mako Fintech

Canonical: https://www.softwareadvice.co.nz/software/359084/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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Mako Fintech

## Commercial Context

- **Pricing Details**: 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.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English, French
- **Available Countries**: Canada, United States

## Features

- API
- Activity Tracking
- Audit Trail
- Client Management
- Client Portal
- Client Tracking
- Compliance Management
- Customer Engagement
- Customisable Branding
- Customizable Fields
- Data Import/Export
- Data Security
- Document Generation
- Electronic Forms
- Electronic Signature
- Form Builder
- Multi-Language
- Onboarding
- Real-Time Data
- Self Service Tools

## Integrations (2 total)

- AWS CloudFormation
- Salesforce Starter

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [AML Software](https://www.softwareadvice.co.nz/directory/4335/aml/software)

## Related Categories

- [AML Software](https://www.softwareadvice.co.nz/directory/4335/aml/software)
- [Banking Software](https://www.softwareadvice.co.nz/directory/4216/banking-systems/software)
- [Client Onboarding Software](https://www.softwareadvice.co.nz/directory/4483/client-onboarding/software)
- [Compliance Software](https://www.softwareadvice.co.nz/directory/4363/compliance/software)

## Alternatives

1. [Plaid](https://www.softwareadvice.co.nz/software/179020/plaid-for-lending) — 4.4/5 (95 reviews)
2. [WealthSphere](https://www.softwareadvice.co.nz/software/519853/WealthSphere) (0 reviews)
3. [Signzy](https://www.softwareadvice.co.nz/software/513305/Signzy) — 5.0/5 (2 reviews)
4. [OnboardX](https://www.softwareadvice.co.nz/software/450457/OnboardX) (0 reviews)
5. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (724 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/359084/mako-fintech)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/authentication/mako-fintech-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/359084/mako-fintech> |
| en-GB | <https://www.softwareadvice.co.uk/software/359084/mako-fintech> |
| en-IE | <https://www.softwareadvice.ie/software/359084/mako-fintech> |
| en-NZ | <https://www.softwareadvice.co.nz/software/359084/mako-fintech> |

-----

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