KYC workflows - Real-time KYC automation
Know Your Client processes have never been this easy. Automating onboarding and KYC forms means these processes become personalized, digital workflows. The end result is a dramatically better client experience, significant time savings, and improved compliance reporting.

Bulk repapering - move your entire book of business in a breeze
Mako's strategic APIs and integrations provide a streamlined and effortless workflow for wealth managers looking to move their book of business to a new custodian. A process that usually requires several employees and months of work can be executed in just a few weeks by our team of experts.

Sub-doc workflows - hassle-free subscription agreements
Subscription automation enables hassle-free investment transactions, even for thousands of investors. Automating subscription services allows funds to turn documents into digital workflows and provide a delightful client experience. The end result is a solution that makes it easier to invest and less expensive to administer.

Custom workflows
Get the benefits of automation designed for you, without adding technical complexity to your business.