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Aviso Wealth & Mako Fintech Partnership Brings Digital Onboarding To Canada – Wealth Tech Digest #76

Key takeaways

✅ Partnership Between Aviso Wealth And Mako Fintech Brings Digital Onboarding To Canadian Advisors And Investors

For today’s digest — Mako Fintech announced today it has been selected by Aviso Wealth. With this partnership, Mako will be the preferred digital onboarding solution for Aviso’s correspondent and institutional business.ACP is one of only a handful of national custodians and carrying brokers and the first to bring this kind of dedicated technology solution to its network. Aviso Wealth understands that the wealth management industry is at an inflection point in terms of digital transformation. Because of this, enhancing the onboarding process is part of Aviso Wealth’s technology modernization roadmap. 

Kevin Vanderheyden, Senior Vice President of ACP made comments about this new partnership. “Until now, with existing technology solutions, it has been challenging to automate onboarding in a unified way from the firm to the custodian level,” says Kevin. The long-term goal of the partnership with Aviso Wealth is to create a modern advisory experience for all Canadian portfolio managers and investment dealers. Portfolio managers and advisors appreciate that Aviso Wealth is unifying its existing technology infrastructure. Of course, this will start with a simplified, straight-through onboarding process. ACP clients can now spend less time on paperwork and back-office processes and more time on building meaningful relationships and growing their businesses. ACP has launched an initial group of clients on the new digital onboarding platform and is preparing to expand availability to more partners beginning this fall.

 

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