Integrations /Onboarding & Form Tools
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Modern CRM integrated with investor onboarding and compliance workflows.
Integrations /Onboarding & Form Tools
Modern CRM integrated with investor onboarding and compliance workflows.
Overview
Mako Fintech is a wealthtech platform that automates investor onboarding, compliance, and subscription workflows for wealth managers and investment firms. With the Mako integration, advisors can automatically create and synchronize investor contact records in Wealthbox when a new investor profile is created in Mako. The sync ensures that CRM records remain aligned with investor onboarding and compliance workflows, reducing manual data entry and helping maintain consistent client information across both systems.
Automatically create and synchronize investor contact records in Wealthbox when a new investor profile is created in Mako.Resources
“We're always looking to make sure our advisors are benefiting from the best tools, and smart tools like Wealthbox are redefining the client/advisor experience.”
Raphael Bouskila
President at Mako Fintech
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