# Mako Fintech Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Mako Fintech Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more. Source: https://www.capterra.com/p/254095/Mako --- # Mako Fintech Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Mako Fintech ## What is Mako Fintech? Mako is a wealth management software that provides client engagement automation, digital workflow and onboarding, and more. ## What is Mako Fintech used for? [Compliance](https://www.capterra.com/compliance-software/)[Banking Systems](https://www.capterra.com/banking-systems-software/)[Client Onboarding](https://www.capterra.com/client-onboarding-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Mako Fintech?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://makofintech.com/en&name=Mako Fintech) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Mako Fintech 0.0 VS. [4.7 (42)](https://www.capterra.com/p/215105/Fieldguide/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (42) Value For Money 0.0 (0) Value For Money 4.6 (27) Customer Service 0.0 (0) Customer Service 5.0 (39) ## Mako Fintech alternatives [4.7 (129)](https://www.capterra.com/p/157980/ChurnZero/reviews/) Starting price $12000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.7 (16)](https://www.capterra.com/p/160754/KYC-Portal/reviews/) Starting price $28000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about Mako Fintech Overview ### What company size and specific industries is Mako Fintech built for? Mako Fintech is designed for wealth management firms and investment businesses, including portfolio managers, IIROC dealers, mutual fund dealers, fund managers, and asset managers. It is also suited for organizations handling private equity, alternative investments, exempt market dealer offerings, and real estate income funds. Features and Usability ### What are the key features of Mako Fintech? Mako Fintech offers API access, client management, and client portal tools for customer interactions. It also includes compliance management, audit trail, and data security features, plus workflow management, task progress tracking, time tracking, and activity tracking. Additional functions include document generation, electronic forms, electronic signature, and third-party integrations. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does Mako Fintech integrate with? Mako Fintech integrates with 3 third-party platforms: AWS CloudFormation for cloud infrastructure management and Salesforce Starter and SalesforceIQ for CRM-related workflows. These catalog integrations cover deployment and customer data connections within finance and operations environments. Getting Started and Support ### What training and onboarding options does Mako Fintech offer? Mako Fintech provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual, self-paced learning for setup and product review. Getting Started and Support ### What customer support options does Mako Fintech offer? Mako Fintech offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback is available on support quality, so the support experience cannot be described beyond these listed channels. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients Client Tracking Track all company interactions with current clients Mako Fintech 23 features Track and document all activities across devices, networks, and other systems Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track all company interactions with current clients Track and manage adherence to policies for any service, product, process, or supplier Initiate interactions with customers by proactively starting conversations or providing informational content Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Import and export data to and from software applications Protect sensitive data for digital privacy Custom forms to streamline repetitious aspects of a document Digital forms that are shared and accessed online Digitally sign online documents Adds a customizable form to the landing page, usually for the purposes of lead generation Manage and support multiple languages Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Receive data and information in real time Track the status and progress of tasks Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)[ AWS CloudFormation](https://www.capterra.com/p/205397/CloudFormation/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.