Mako Fintech SOC 2 Certification Increases Institutional-Grade Security to Canadian Wealth Managers

MONTREAL–()–Mako Fintech, a leading fintech platform that automates wealth management workflows, is pleased to announce that it has successfully completed the Service Organization Control (SOC) 2 Type 1 audit. The SOC 2 audit assesses the suitability, integrity, and effectiveness of an organization’s security, availability and confidentiality controls.

“Wealth managers should have confidence that their data is safe, and they can count on us to meet their operational and compliance goals while leveraging our services,” says Shawn Prodgers, VP of Finance & Operations at Mako Fintech. “We felt obtaining a SOC 2 certification was an important milestone that validates our commitment to excellent processes and internal controls. We also look forward to continuing to improve beyond the requirements of SOC 2. We are proud of this achievement, and we don’t aim to just meet expectations but exceed them.”

The SOC 2 Type 1 audit was conducted independently by Deloitte LLP. The requirements of a SOC 2 Type 1 are determined by the American Institute of Certified Public Accountants (AICPA). Achieving a SOC 2 Type 1 certification is a concrete indicator to Canada’s wealth management sector that Mako Fintech is devoted to the highest standards of security, compliance and business continuity.

About Mako Fintech

Mako Financial Technologies takes administrative burdens out of wealth management. Canada’s top wealth professionals entrust their unique operations to Mako Fintech’s custom digital solutions for dramatically improved efficiency. Transform client experience, while completing tasks faster, easier and at scale.


Chandal Nolasco da Silva

VP Marketing & Communications, Mako Fintech