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.

How to Enable the Mako Integration with Wealthbox

Mako users may reach out to our Customer Success team (info@makofintech.com) to enable the Wealthbox integration within Mako, which seamlessly creates and updates Wealthbox Contacts when an Investor is created or updated in Mako.

We'll confirm some details with you, such as which custom fields you currently use with your Wealthbox contacts.

Once the feature is enabled, go to Settings -> Integrations and click "Connect Account" on the Wealthbox card. Enter your Wealthbox user name and password to connect.