World Financial Planning Software Market Research Report 2025 (Covering USA, Europe, China, Japan, India and etc)

  • Financial Planning Software market research report provides the newest industry data and industry future trends, allowing you to identify the products and end users driving Revenue growth and profitability.

    The industry report lists the leading competitors and provides the insights strategic industry Analysis of the key factors influencing the market.

    The report includes the forecasts, Analysis and discussion of important industry trends, market size, market share estimates and profiles of the leading industry Players.

    Global Financial Planning Software Market: Product Segment Analysis

    Cloud-based Financial Planning Software

    On-promise Type Financial Planning Software

    Global Financial Planning Software Market: Application Segment Analysis

    SME

    Large Enterprise

    Personal Purpose

    Global Financial Planning Software Market: Regional Segment Analysis

    USA

    Europe

    Japan

    China

    India

    South East Asia

    The Players mentioned in our report

    PIEtech , Inc.

    eMoney Advisor

    Money Tree

    WealthTec

    Oltis Software

    Advisor Software

    Envestnet

    inStream Solutions

    Wealthcare Capital Management

    Advicent

    SunGard WealthStation (FIS)

    Advizr

    RightCapital

    Cheshire Software

    Razor Logic Systems

    Moneywise Software

    struktur AG

    Futurewise Technologies

    ESPlanner Inc.

    ISoftware Limited

    FinPal Pty Ltd

    WealthTrace

    Sigma Conso

    prevero GmbH(Unit4)

    SAP

    SAP

     

  • With tables and figures helping analyze worldwide World Financial Planning Software market, this research provides key statistics on the state of the industry and is a valuable source of guidance and direction for companies and individuals interested in the market.

    Table of Content
    Chapter 1 About the Financial Planning Software Industry

    1.1 Industry Definition and Types

    1.1.1 Cloud-based Financial Planning Software
    1.1.2 On-promise Type Financial Planning Software

    1.2 Main Market Activities

    1.3 Similar Industries

    1.4 Industry at a Glance

    Chapter 2 World Market Competition Landscape

    2.1 Financial Planning Software Markets by Regions

    2.1.1 USA
    Market Revenue (M USD) and Growth Rate 2015-2020
    Sales and Growth Rate 2015-2020
    Major Players
    2.1.2 Europe
    Market Revenue (M USD) and Growth Rate 2015-2020
    Sales and Growth Rate 2015-2020
    Major Players
    2.1.3 China
    Market Revenue (M USD) and Growth Rate 2015-2020
    Sales and Growth Rate 2015-2020
    Major Players
    2.1.4 India
    Market Revenue (M USD) and Growth Rate 2015-2020
    Sales and Growth Rate 2015-2020
    Major Players
    2.1.5 Japan
    Market Revenue (M USD) and Growth Rate 2015-2020
    Sales and Growth Rate 2015-2020
    Major Players
    2.1.6 South East Asia
    Market Revenue (M USD) and Growth Rate 2015-2020
    Sales and Growth Rate 2015-2020
    Major Players

    2.2 World Financial Planning Software Market by Types

    Cloud-based Financial Planning Software
    On-promise Type Financial Planning Software

    2.3 World Financial Planning Software Market by Applications

    SME
    Large Enterprise
    Personal Purpose

    2.4 World Financial Planning Software Market Analysis

    2.4.1 World Financial Planning Software Market Revenue and Growth Rate 2015-2020
    2.4.2 World Financial Planning Software Market Consumption and Growth rate 2015-2020
    2.4.3 World Financial Planning Software Market Price Analysis 2015-2020
    Chapter 3 World Financial Planning Software Market share

    3.1 Major Production Market share by Players

    3.2 Major Revenue (M USD) Market share by Players

    3.3 Major Production Market share by Regions in 2020, Through 2025

    3.4 Major Revenue (M USD) Market share By Regions in 2020, Through 2025

    Chapter 4 Supply Chain Analysis

    4.1 Industry Supply chain Analysis

    4.2 Raw material Market Analysis

    4.2.1 Raw material Prices Analysis 2015-2020
    4.2.2 Raw material Supply Market Analysis

    4.2 Manufacturing Equipment Suppliers Analysis

    4.3 Production Process Analysis

    4.4 Production Cost Structure Benchmarks

    4.5 End users Market Analysis

    Chapter 5 Company Profiles

    5.1 PIEtech , Inc.

    5.1.1 Company Details (Foundation Year, Employee Strength and etc)
    5.1.2 Product Information (Picture, Specifications and Applications)
    5.1.3 Revenue (M USD), Price and Operating Profits

    5.2 eMoney Advisor

    5.2.1 Company Details (Foundation Year, Employee Strength and etc)
    5.2.2 Product Information (Picture, Specifications and Applications)
    5.2.3 Revenue (M USD), Price and Operating Profits

    5.3 Money Tree

    5.3.1 Company Details (Foundation Year, Employee Strength and etc)
    5.3.2 Product Information (Picture, Specifications and Applications)
    5.3.3 Revenue (M USD), Price and Operating Profits

    5.4 WealthTec

    5.4.1 Company Details (Foundation Year, Employee Strength and etc)
    5.4.2 Product Information (Picture, Specifications and Applications)
    5.4.3 Revenue (M USD), Price and Operating Profits

    5.5 Oltis Software

    5.5.1 Company Details (Foundation Year, Employee Strength and etc)
    5.5.2 Product Information (Picture, Specifications and Applications)
    5.5.3 Revenue (M USD), Price and Operating Profits

    5.6 Advisor Software

    5.6.1 Company Details (Foundation Year, Employee Strength and etc)
    5.6.2 Product Information (Picture, Specifications and Applications)
    5.6.3 Revenue (M USD), Price and Operating Profits
    5.7 Envestnet
    5.7.1 Company Details (Foundation Year, Employee Strength and etc)
    5.7.2 Product Information (Picture, Specifications and Applications)
    5.7.3 Revenue (M USD), Price and Operating Profits
    5.8 inStream Solutions
    5.8.1 Company Details (Foundation Year, Employee Strength and etc)
    5.8.2 Product Information (Picture, Specifications and Applications)
    5.8.3 Revenue (M USD), Price and Operating Profits
    5.9 Wealthcare Capital Management
    5.9.1 Company Details (Foundation Year, Employee Strength and etc)
    5.9.2 Product Information (Picture, Specifications and Applications)
    5.9.3 Revenue (M USD), Price and Operating Profits

    5.10 Advicent

    5.10.1 Company Details (Foundation Year, Employee Strength and etc)
    5.10.2 Product Information (Picture, Specifications and Applications)
    5.10.3 Revenue (M USD), Price and Operating Profits
    5.11 SunGard WealthStation (FIS)
    5.11.1 Company Details (Foundation Year, Employee Strength and etc)
    5.11.2 Product Information (Picture, Specifications and Applications)
    5.11.3 Revenue (M USD), Price and Operating Profits
    5.12 Advizr
    5.12.1 Company Details (Foundation Year, Employee Strength and etc)
    5.12.2 Product Information (Picture, Specifications and Applications)
    5.12.3 Revenue (M USD), Price and Operating Profits
    5.13 RightCapital
    5.13.1 Company Details (Foundation Year, Employee Strength and etc)
    5.13.2 Product Information (Picture, Specifications and Applications)
    5.13.3 Revenue (M USD), Price and Operating Profits
    5.14 Cheshire Software
    5.14.1 Company Details (Foundation Year, Employee Strength and etc)
    5.14.2 Product Information (Picture, Specifications and Applications)
    5.14.3 Revenue (M USD), Price and Operating Profits
    5.15 Razor Logic Systems
    5.15.1 Company Details (Foundation Year, Employee Strength and etc)
    5.15.2 Product Information (Picture, Specifications and Applications)
    5.15.3 Revenue (M USD), Price and Operating Profits
    5.16 Moneywise Software
    5.16.1 Company Details (Foundation Year, Employee Strength and etc)
    5.16.2 Product Information (Picture, Specifications and Applications)
    5.16.3 Revenue (M USD), Price and Operating Profits
    5.17 struktur AG
    5.17.1 Company Details (Foundation Year, Employee Strength and etc)
    5.17.2 Product Information (Picture, Specifications and Applications)
    5.17.3 Revenue (M USD), Price and Operating Profits
    5.18 Futurewise Technologies
    5.18.1 Company Details (Foundation Year, Employee Strength and etc)
    5.18.2 Product Information (Picture, Specifications and Applications)
    5.18.3 Revenue (M USD), Price and Operating Profits
    5.19 ESPlanner Inc.
    5.19.1 Company Details (Foundation Year, Employee Strength and etc)
    5.19.2 Product Information (Picture, Specifications and Applications)
    5.19.3 Revenue (M USD), Price and Operating Profits

    5.20 ISoftware Limited

    5.20.1 Company Details (Foundation Year, Employee Strength and etc)
    5.20.2 Product Information (Picture, Specifications and Applications)
    5.20.3 Revenue (M USD), Price and Operating Profits
    5.21 FinPal Pty Ltd
    5.21.1 Company Details (Foundation Year, Employee Strength and etc)
    5.21.2 Product Information (Picture, Specifications and Applications)
    5.21.3 Revenue (M USD), Price and Operating Profits
    5.22 WealthTrace
    5.22.1 Company Details (Foundation Year, Employee Strength and etc)
    5.22.2 Product Information (Picture, Specifications and Applications)
    5.22.3 Revenue (M USD), Price and Operating Profits
    5.23 Sigma Conso
    5.23.1 Company Details (Foundation Year, Employee Strength and etc)
    5.23.2 Product Information (Picture, Specifications and Applications)
    5.23.3 Revenue (M USD), Price and Operating Profits
    5.24 prevero GmbH(Unit4)
    5.24.1 Company Details (Foundation Year, Employee Strength and etc)
    5.24.2 Product Information (Picture, Specifications and Applications)
    5.24.3 Revenue (M USD), Price and Operating Profits
    5.25 SAP
    5.25.1 Company Details (Foundation Year, Employee Strength and etc)
    5.25.2 Product Information (Picture, Specifications and Applications)
    5.25.3 Revenue (M USD), Price and Operating Profits
    5.26 SAP
    5.26.1 Company Details (Foundation Year, Employee Strength and etc)
    5.26.2 Product Information (Picture, Specifications and Applications)
    5.26.3 Revenue (M USD), Price and Operating Profits
    Chapter 6 Globalisation & Trade

    6.1 Business Locations

    6.2 Supply channels

    6.3 Marketing strategy

    6.4 Barriers to Entry

    Chapter 7 Distributors and Customers

    7.1 Major Distributors and contact information by Regions

    7.2 Major Customers and contact information by Regions

    Chapter 8 Import, Export, Consumption and Consumption Value by Major Countries

    8.1 USA

    8.2 Germany

    8.3 China

    8.4 Japan

    8.5 India

    Chapter 9 World Financial Planning Software Market Forecast through 2025

    9.1 World Financial Planning Software Demand by Regions Forecast through 2025

    9.2 World Financial Planning Software Price(by Regions, Types, Applications)Analysis Forecast through 2025

    9.3 World Financial Planning Software Revenue (M USD)(by Regions, Types, Applications) Forecast through 2025

    9.4 World Financial Planning Software Market Analysis

    9.4.1 World Financial Planning Software Market Revenue and Growth Rate 2015-2020
    9.4.2 World Financial Planning Software Market Consumption and Growth rate 2015-2020
    9.4.3 World Financial Planning Software Market Price Analysis 2015-2020
    Chapter 10 Key success factors and Market Overview
    Tables and figures
    Table Main Market Activities by Regions
    Table Market Revenue (M USD) and Growth Rate 2015-2020
    Table Major Players
    Table Market Revenue (M USD) and Growth Rate 2015-2020
    Table Major Players
    Table Market Revenue (M USD) and Growth Rate 2015-2020
    Table Major Players
    Table Market Revenue (M USD) and Growth Rate 2015-2020
    Table Major Players
    Table Market Revenue (M USD) and Growth Rate 2015-2020
    Table Major Players
    Table Major Production Market share by Players 2017
    Table Major Revenue (M USD) Market share by Players 2017
    Table Production Market share by Major Regions in 2015-2020
    Table Production Market share by Major Regions in 2020-2025
    Table Revenue (M USD) Market share by Regions in 2015-2020
    Table Revenue (M USD) Market share by Regions in 2020-2025
    Table Industry Supply chain Analysis
    Table Raw material Prices Analysis 2015-2020
    Table Raw material Suppliers Market Analysis
    Table Manufacturing Equipment Suppliers Analysis
    Figure Production Process Analysis
    Figure Production Cost Structure
    Table major End Users by Regions
    Table PIEtech , Inc. Information List
    Figure Financial Planning SoftwareFinancial Planning Software Picture, Specifications and Applications of PIEtech , Inc.
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of PIEtech , Inc. 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of PIEtech , Inc. 2017-2020
    Table eMoney Advisor Information List
    Figure Financial Planning Software Picture, Specifications and Applications of eMoney Advisor
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of eMoney Advisor 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of eMoney Advisor 2017-2020
    Table Money Tree Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Money Tree
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Money Tree 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Money Tree 2017-2020
    Table WealthTec Information List
    Figure Financial Planning Software Picture, Specifications and Applications of WealthTec
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of WealthTec 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of WealthTec 2017-2020
    Table Oltis Software Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Oltis Software
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Oltis Software 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Oltis Software 2017-2020
    Table Advisor Software Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Advisor Software
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Advisor Software 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Advisor Software 2017-2020
    Table Envestnet Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Envestnet
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Envestnet 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Envestnet 2017-2020
    Table inStream Solutions Information List
    Figure Financial Planning Software Picture, Specifications and Applications of inStream Solutions
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of inStream Solutions 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of inStream Solutions 2017-2020
    Table Wealthcare Capital Management Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Wealthcare Capital Management
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Wealthcare Capital Management 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Wealthcare Capital Management 2017-2020
    Table Advicent Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Advicent
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Advicent 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Advicent 2017-2020
    Table SunGard WealthStation (FIS) Information List
    Figure Financial Planning Software Picture, Specifications and Applications of SunGard WealthStation (FIS)
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of SunGard WealthStation (FIS) 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of SunGard WealthStation (FIS) 2017-2020
    Table Advizr Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Advizr
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Advizr 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Advizr 2017-2020
    Table RightCapital Information List
    Figure Financial Planning Software Picture, Specifications and Applications of RightCapital
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of RightCapital 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of RightCapital 2017-2020
    Table Cheshire Software Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Cheshire Software
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Cheshire Software 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Cheshire Software 2017-2020
    Table Razor Logic Systems Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Razor Logic Systems
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Razor Logic Systems 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Razor Logic Systems 2017-2020
    Table Moneywise Software Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Moneywise Software
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Moneywise Software 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Moneywise Software 2017-2020
    Table struktur AG Information List
    Figure Financial Planning Software Picture, Specifications and Applications of struktur AG
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of struktur AG 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of struktur AG 2017-2020
    Table Futurewise Technologies Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Futurewise Technologies
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Futurewise Technologies 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Futurewise Technologies 2017-2020
    Table ESPlanner Inc. Information List
    Figure Financial Planning Software Picture, Specifications and Applications of ESPlanner Inc.
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of ESPlanner Inc. 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of ESPlanner Inc. 2017-2020
    Table ISoftware Limited Information List
    Figure Financial Planning Software Picture, Specifications and Applications of ISoftware Limited
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of ISoftware Limited 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of ISoftware Limited 2017-2020
    Table FinPal Pty Ltd Information List
    Figure Financial Planning Software Picture, Specifications and Applications of FinPal Pty Ltd
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of FinPal Pty Ltd 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of FinPal Pty Ltd 2017-2020
    Table WealthTrace Information List
    Figure Financial Planning Software Picture, Specifications and Applications of WealthTrace
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of WealthTrace 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of WealthTrace 2017-2020
    Table Sigma Conso Information List
    Figure Financial Planning Software Picture, Specifications and Applications of Sigma Conso
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of Sigma Conso 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of Sigma Conso 2017-2020
    Table prevero GmbH(Unit4) Information List
    Figure Financial Planning Software Picture, Specifications and Applications of prevero GmbH(Unit4)
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of prevero GmbH(Unit4) 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of prevero GmbH(Unit4) 2017-2020
    Table SAP Information List
    Figure Financial Planning Software Picture, Specifications and Applications of SAP
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of SAP 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of SAP 2017-2020
    Table SAP Information List
    Figure Financial Planning Software Picture, Specifications and Applications of SAP
    Table Financial Planning Software Sales Volume, Price, Operating Cost, Operating Profits, Revenue (M USD) and Profits Margin of SAP 2017-2020
    Figure Financial Planning Software Sales Volume and World Market Share of SAP 2017-2020
    Table Business Locations
    Figure Supply channels
    Figure Marketing strategy
    Table Barriers Analysis to Entry
    Table Major Distributors and contact information by Regions
    Table Major Customers and contact information by Regions
    Table USA Supply, Import, Export, Consumption and Consumption Value(M USD)
    Table Germany Supply, Import, Export, Consumption and Consumption Value(M USD)
    Table China Supply, Import, Export, Consumption and Consumption Value(M USD)
    Table Japan Supply, Import, Export, Consumption and Consumption Value(M USD)
    Table India Supply, Import, Export, Consumption and Consumption Value(M USD)
    Table World Demand by Regions Forecast Analysis of Financial Planning Software (2020-2025)
    Table World Price by Regions Forecast Analysis of Financial Planning Software (2020-2025)
    Table World Price by Types Forecast Analysis of Financial Planning Software (2020-2025)
    Table World Price by Applications Forecast Analysis of Financial Planning Software (2020-2025)
    Table World Revenue (M USD) by Regions Forecast Analysis of Financial Planning Software (2020-2025)
    Table World Revenue (M USD) by Types Forecast Analysis of Financial Planning Software (2020-2025)
    Table World Revenue (M USD) by Applications Forecast Analysis of Financial Planning Software (2020-2025)

     

  • The World Financial Planning Software Market has been segregated into various crucial divisions including applications, types, and regions. Each market segment is intensively studied in the report contemplating its market acceptance, worthiness, demand, and growth prospects. The segmentation analysis will help the client to customize their marketing approach to have a better command of each segment and to identify the most prospective customer base.

    Report Objectives / Segmentation Covered :
    By Companies / players:
      By Regions:
        By Type:
          By Application:
          Frequently asked questions(FAQ's):
          What trends are influencing the growth of the World Financial Planning Software Market?

          New players are entering the World Financial Planning Software Market, while established companies are changing their business models and strategies. This pattern is likely to continue for the foreseeable future.

          What are the major applications of the World Financial Planning Software Market?

          Depending upon the type of applications, the World Financial Planning Software Market has been segmented into and other applications.

          What is the estimated size & growth rate of the World Financial Planning Software Market?

          In recent years, the World Financial Planning Software Market has grown at an incredible rate. From 2024 to 2029, the market is expected to grow at a CAGR of yy%.

          Is further segmentation possible given the scope of the World Financial Planning Software Market study?

          Yes, the add-on segmentation is available in the premium customised version of the World Financial Planning Software Market report for a more in-depth analysis. It aids in the calculation of refined and precise market values.

          How does the World Financial Planning Software Market study reflects the current scenario?

          The World Financial Planning Software study focuses on shifting market dynamics, geopolitical and regulatory regulations, and key players' strategies to carefully analyze demand at risk across multiple industry categories.

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