---
description: Learn more about Mako Fintech pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Mako Fintech Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Client Onboarding Software](/directory/33476/client-onboarding/software) > [Mako Fintech](/software/1031694/mako)

# Mako Fintech

Canonical: https://www.capterra.ca/software/1031694/mako

> Wealth Management Technology That Automates Manual Administration
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Mako Fintech?

Wealth managers including portfolio managers, IIROC dealers, mutual fund dealers, as well as fund and asset managers (Private equity, alternative investments, EMD offerings, real estate income funds)

## About the vendor

- **Company**: Mako Fintech

## Commercial Context

- **Pricing Details**: Our Pricing Offers Industry-Leading Value

Our price is extremely competitive given the platform’s flexibility because the product was set up to be low code/no code with a custom configuration for each client. As a result, pricing is based on the product feature adoption, the number of advisors and forms flowing through the platform, and typically an onboarding fee is included to cover the initial configuration and digitization of forms.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English, French
- **Available Countries**: Canada, United States

## Features

- Activity Tracking
- Client Management
- Client Portal
- Compliance Management
- Onboarding Software
- Third-Party Integrations
- Workflow Management Software

## Integrations (2 total)

- AWS CloudFormation
- Salesforce Starter

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Client Onboarding Software](https://www.capterra.ca/directory/33476/client-onboarding/software)

## Related Categories

- [Client Onboarding Software](https://www.capterra.ca/directory/33476/client-onboarding/software)
- [Compliance Software](https://www.capterra.ca/directory/30110/compliance/software)
- [AML Software](https://www.capterra.ca/directory/31084/aml/software)
- [Banking Systems Software](https://www.capterra.ca/directory/20008/banking-systems/software)

## Alternatives

1. [OnBoard](https://www.capterra.ca/software/1060902/onboard) — 4.7/5 (3 reviews)
2. [WealthSphere](https://www.capterra.ca/software/1065315/wealthsphere) (0 reviews)
3. [Plaid](https://www.capterra.ca/software/174384/plaid) — 4.4/5 (95 reviews)
4. [Signzy](https://www.capterra.ca/software/1049567/signzy) — 5.0/5 (2 reviews)
5. [Complytek](https://www.capterra.ca/software/1064343/complytek) (0 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/1031694/mako)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/254095/Mako/> |
| en-AE | <https://www.capterra.ae/software/1031694/mako> |
| en-AU | <https://www.capterra.com.au/software/1031694/mako> |
| en-CA | <https://www.capterra.ca/software/1031694/mako> |
| en-GB | <https://www.capterra.co.uk/software/1031694/mako> |
| en-IE | <https://www.capterra.ie/software/1031694/mako> |
| en-IL | <https://www.capterra.co.il/software/1031694/mako> |
| en-IN | <https://www.capterra.in/software/1031694/mako> |
| en-NZ | <https://www.capterra.co.nz/software/1031694/mako> |
| en-SG | <https://www.capterra.com.sg/software/1031694/mako> |
| en-ZA | <https://www.capterra.co.za/software/1031694/mako> |

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