Wealth Professional: How Partnership Puts Client Conversation Front and Centre


Media Source: Wealth Professional     |   January 26, 2023

Leonard Trigg, CTO at Harbourfront, shared about his involvement with Mako and Portfolio Aid on January 26, 2023, in Wealth Professional’s news story about creating a connection between two firms in the industry.  

“Mako and Portfolio Aid are solutions providers and partners to Harbourfront, both playing a complementary role in our unified advisor and client experience,” Leonard explained. “Linking them together helps to unify two very complementary solutions – bridging the data and onboarding experience at Mako together with Portfolio Aid’s compliance and reporting engine.”