at Financial Technnology Year
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Mako Platform
from Mako Fintech
Document automation and workflow platform for fund managers, enabling automation of sub-agreement documents, client onboarding, and custom workflows.
Category:
Document Management Systems
in:
Fund Operations
Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
Mako Platform
Category:
Client Onboarding Systems
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
Mako Platform
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