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.”
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