Maekn offers an integrated SaaS platform for wealth‑management firms that combines a CRM, real‑time portfolio aggregation, compliance tools, and a digital investment marketplace in one interface. The system automates regulatory documentation, provides AI‑generated client insights, and supports seamless integration via APIs and SSO, helping advisors streamline workflows and reduce operational costs.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors rely on multiple disconnected tools for client relationship management, regulatory compliance, portfolio aggregation, and investment product selection. This fragmentation creates inefficient workflows, increases compliance risk, and forces advisors to spend significant time navigating between systems.
Solution
Maekn delivers an integrated SaaS platform that unifies wealth‑management functions into a single environment. The Maekn One module provides a CRM tailored to patrimonial advice, embedding client data, regulatory requirements, aggregation, and analysis. Maekn Market adds a digital investment marketplace, allowing advisors to select and subscribe to products without leaving the platform. The solution automates compliance documentation, consolidates portfolio views, and leverages the VERA AI engine to generate insights and reports, thereby streamlining advisory processes and reducing operational overhead.
Target Audience
Primary customers are independent wealth‑management firms and advisory cabinets of any size that need a consolidated tool for client relationship, compliance, and investment execution.
Features
- Unified CRM for client onboarding, risk profiling, and regulatory tracking
- Real‑time aggregation of bank accounts, investment holdings, and document repositories
- Integrated digital investment marketplace with end‑to‑end subscription workflow
- AI‑powered VERA engine for automated report generation and client insights
- Built‑in compliance tools (e.g., automated DUE‑DILIGENCE, electronic signature, audit logs)
- API access and SSO for seamless integration with third‑party systems
- Flexible, usage‑based credit model that can offset subscription fees
- Scalable deployment options (small cabinets to large enterprises) with EU data residency