MCO joins Prestigious Chartis Research RiskTech 100

Global conduct risk and compliance technology provider MCO (MyComplianceOffice) announced that the company has been ranked among the world’s top risk and compliance technology solutions as part of the RiskTech100¼ 2024 by global research and analysis firm Chartis Research. MCO provides compliance management software that enables financial services firms to reduce their risk of misconduct and maintain an ethical culture. MCO’s integrated SaaS platform lets compliance professionals demonstrate they are proactively managing the regulated activities of...

Mako Fintech and PortfolioAid Announce Strategic Partnership

Today, Mako Financial Technologies, Inc. (“Mako”) and Portfolio Aid Inc. (“PortfolioAid”) are proud to announce a new strategic partnership to expand their integrated service offerings. This partnership will offer advisors and wealth managers best-in-class WealthTech solutions that will streamline KYC workflows for client onboarding, portfolio construction, account servicing, and on-going compliance management. PortfolioAid provides wealth compliance technology featuring product risk ratings, trade supervision, portfolio suitability modeling, and KYP management tools. Developed for all compliance stakeholders...


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