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We’ve all had that unmistakable feeling when something just clicks — the "Aha!" moment. For our users, it comes when they see what Aidentified can do and when they realize just how much better our platform is compared to what they’ve been using.

These updates mark a major milestone in the company's evolution as it continues to scale in support of financial professionals and institutions nationwide.

Where wealth lives today is important, but it’s just part of the story. Here’s where it’s going next – and how to get there first.