Montreal-based Mako has launched a custom digital onboarding solution with Odlum Brown, connecting client account opening directly to the independent investment firm’s Dataphile book-of-record system. [Read more…] about Mako Powers Digital Client Onboarding at Odlum Brown
Mako Fintech
Ontario Firms Integrate Tech Toolkits to Modernize Financial Services in Canada
Two Canadian financial technology innovators are forging a strategic partnership.
Toronto neighbours d1g1t and Mako Financial Technologies this week unveiled the partnership. [Read more…] about Ontario Firms Integrate Tech Toolkits to Modernize Financial Services in Canada
Mako Teams Up with SGGG to Modernize Fund Onboarding
Toronto’s Mako Fintech has entered into a strategic alliance with SGGG Fund Services to modernize subscription and Know Your Client (KYC) processes for fund issuers, advisors, and managers across the U.S. and Canada. [Read more…] about Mako Teams Up with SGGG to Modernize Fund Onboarding
Montreal’s Mako Maintains Aim to ‘Democratize the Digitalization of Wealth Management’
A Canadian financial technology upstart this week announced an integration with the Fidelity Clearing Canada platform. [Read more…] about Montreal’s Mako Maintains Aim to ‘Democratize the Digitalization of Wealth Management’
Interview with Raphael Bouskila, CEO of Mako Fintech
Click below to listen to an interview with Raphael Bouskila, CEO of Montreal-based Mako Fintech.
Mako helps wealth management professionals automate their client operations and improve regulatory compliance. [Read more…] about Interview with Raphael Bouskila, CEO of Mako Fintech