Mako Fintech’s digital onboarding platform and Fidelity Clearing Canada’s tech-driven custody and clearing services allow wealth management offices to scale their client outreach and increase their revenue by opening new accounts faster while reducing operational costs.
Mako Fintech, a leading wealth tech company, is announcing its digital onboarding platform is now available on the Fidelity Clearing Canada (FCC) platform. Combining Mako’s SaaS platform and FCC’s tech-driven custody and clearing services creates a powerful, integrated system for advisors to open new accounts, improve client experience, and grow their asset base.
Complementing FCC’s services with Mako, portfolio managers and financial advisors can stay focused on advising their clients and growing their wealth while providing a superior onboarding experience, whether in-person or remote while leveraging the strengths of both Mako and FCC.
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“This collaboration underscores FCC’s dedication to providing seamless experiences for advisors and portfolio managers and empowering them to drive their own digital journeys,” said Joel Bernarda. “Leveraging Fidelity’s global expertise and Mako’s innovative low-code platform, we are thrilled to provide optionality to our clients by supporting cutting-edge technology solutions designed to help them scale their businesses efficiently.”
Key elements of Mako’s integrated wealth management solution for portfolio managers and advisors include:
- Agile, low-code technology providing advisors with effortlessly customized workflows encompassing all client lifecycle documents, from household-driven onboarding to subscription agreements for private funds and account maintenance activities.
- A native e-signature module to allow clients to fill out all their forms and sign them directly in the app, without incurring additional e-signature costs.
- Instantaneous API integrations for custodian account opening, CRM synchronization, ID verification, and AML for faster onboarding and easy information refresh.
Based on its founding team’s experience building custom onboarding experiences, Mako’s core technology is centered around delivering every firm a bespoke system for its own regulatory regime, operational environment, and approach to wealth management. Mako’s low-code architecture allows for a quick implementation process and robust customization options.
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“Our greatest strength is flexibility,” says Raphael Bouskila. “We’ve built a powerful, low-code platform that allows us to customize solutions for any client lifecycle situation in the wealth or asset management industry. We’re extremely proud to be bringing our digital onboarding expertise to Fidelity Clearing Canada clients.”
As a laser-focused document workflow solution, integration with external systems is at the core of Mako’s flexible architecture. Custodian integrations are the most important of these APIs – allowing complete onboarding and refreshed workflows to instantly synchronize with the custodian.
The first advisory firms partnering with Mako Fintech and FCC are Vesta Wealth Partners of Calgary, AB, and Generation IACP Inc. and its affiliate Generation PMCA Corp., both of Toronto, ON, with additional firms engaged for implementation.
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