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Mako Fintech
Wealth management software
Table of Contents
Mako Fintech - 2026 Pricing, Features, Reviews & Alternatives
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Mako Fintech overview
What is Mako Fintech?
Mako Fintech takes administrative burdens out of wealth management using custom automation. Time-consuming tasks like onboarding a new client can be done in minutes at the carrying broker level and annual KYC refresh processes can be automated and improve an advisor's ability to meet increasing regulatory requirements.
Starting price
Alternatives
with better value for money
Mako Fintech’s user interface
Mako Fintech reviews
Overall rating
No reviews
- Value for money
- Ease of use
- Features
- Customer support
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Mako Fintech's features
Mako Fintech alternatives
Mako Fintech
Starting from
No pricing info
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Starting from
25
Per month
ChurnZero
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12000
Per year
Process Street
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Mako Fintech integrations (2)
Top integrations
Mako Fintech support options
Typical customers
Platforms supported
Support options
Training options
Mako Fintech FAQs
Mako Fintech has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does Mako Fintech support?
Mako Fintech supports the following languages:
English, French
Q. Does Mako Fintech offer an API?
No, Mako Fintech does not have an API available.
Q. What other apps does Mako Fintech integrate with?
Mako Fintech integrates with the following applications:
Salesforce Starter, AWS CloudFormation
Q. What level of support does Mako Fintech offer?
Mako Fintech offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat, 24/7 (Live rep)