Advisors are “seeing more interest from clients in real-time portals or apps, and a great experience that also includes the financial planning components in it,” says Leonard Trigg, Chief Technology Officer of Harbourfront Wealth, in a new interview from The Globe and Mail.  
 
He continues, sharing how this year, Harbourfront is testing generative AI via Copilot, a set of digital assistants built into Microsoft’s products and powered by OpenAI.  
 
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