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Offer clients an advanced online platform that includes personalized dashboard elements for tracking investments, secure document sharing, and interactive tools for managing finances and long-term planning.
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
More High-Net-Worth Client Portals
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Multi-factor authentication Requires multiple forms of verification before granting access to sensitive financial information |
As a major wealth management platform targeting HNW clients, MFA is a standard compliance and mentioned in security documentation. | |
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Biometric authentication Uses fingerprint, facial recognition, or other biometric identifiers for secure login |
Morgan Stanley mobile apps support biometric login (Touch ID/Face ID), as confirmed in app documentation. | |
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End-to-end encryption All data transmitted between client and bank is encrypted to prevent interception |
End-to-end encryption is described on Morgan Stanley's security policy web pages. | |
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IP address restrictions Ability to limit portal access to specific IP addresses or geographic regions |
No information available | |
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Session timeout controls Automatically logs users out after a period of inactivity |
No information available | |
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Access controls granularity Ability to customize different levels of access for family members, advisors, or staff |
Client, advisor, and staff roles are standard in Morgan Stanley's digital user experience, per documentation. | |
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Audit logging Records all user activities and changes within the portal for compliance purposes |
Audit logging is required for compliance and referenced in their privacy policy and industry certifications. | |
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Data loss prevention Controls that prevent unauthorized downloading or sharing of sensitive information |
No information available | |
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Secure document vault Encrypted storage for sensitive documents like wills, trust documents, and financial statements |
Secure document vault referenced in feature descriptions and marketing collateral regarding electronic document storage. | |
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Regulatory compliance certifications Adherence to relevant financial security standards (e.g., GDPR, SOC 2) |
Morgan Stanley publishes information on GDPR, SOC 2, and industry-standard certifications. | |
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Suspicious activity monitoring Automated system to detect and alert unusual login patterns or transactions |
Platform offers suspicious activity alerts for login/transactions, per security FAQs. | |
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Password complexity requirements Enforces strong password policies to prevent unauthorized access |
Password policy enforcement is standard, as outlined in online account creation and documentation. |
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Real-time portfolio valuation Up-to-the-minute valuation of all assets and investments |
Described as including real-time valuation in marketing materials and support documentation. | |
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Performance tracking Ability to monitor portfolio performance against benchmarks and goals |
Dashboards display performance vs. benchmarks. | |
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Asset allocation visualization Visual representation of portfolio allocation across asset classes |
Interactive dashboards show asset allocation visually. | |
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Historical performance analysis Access to long-term performance data with customizable date ranges |
No information available | |
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Risk assessment tools Analytics that measure and visualize portfolio risk metrics |
Risk/analytics tools are included in platform documentation. | |
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What-if scenario modeling Tools to model potential portfolio changes before execution |
Scenario modeling tools are mentioned for investment planning. | |
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Tax impact analysis Projection of tax implications for investment decisions |
Tax impact analysis features are referenced for portfolio decisions in brochures and digital planning tools. | |
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Alternative investment tracking Capability to monitor non-traditional assets like private equity, real estate, or collectibles |
Support for alternative/illiquid investments noted in product descriptions for UHNW/HNW services. | |
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Currency conversion Ability to view portfolio in multiple currencies |
Multi-currency reporting and tracking are listed among key features. | |
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ESG scoring Environmental, Social, and Governance metrics for investments |
Morgan Stanley is an ESG leader and provides ESG scoring tools. | |
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Data refresh frequency How often portfolio data is updated in the system |
No information available | |
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Portfolio stress testing Tools to assess how portfolios might perform under various market scenarios |
Stress testing/what-if tools referenced in wealth analytics section. | |
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Custom benchmark creation Ability to create personalized benchmarks for performance comparison |
Clients can define custom performance benchmarks. |
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Goal-based planning Tools to set, track, and adjust financial goals |
Goal-based planning tools feature in product brochures and client-facing interfaces. | |
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Retirement planning Specialized tools for retirement income projection and planning |
Retirement tools and projections are core features. | |
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Estate planning integration Tools for estate planning, inheritance planning, and wealth transfer |
Estate planning integration mentioned for clients with trust/inheritance needs. | |
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Tax optimization strategies Features that provide tax planning insights and strategies |
Tax optimization and planning are standard parts of Morgan Stanley's wealth toolkit. | |
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Cash flow forecasting Projection of future income, expenses, and liquidity needs |
Cash flow forecasting shown in investment and planning demos. | |
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Monte Carlo simulation Statistical modeling to project the probability of various outcomes |
No information available | |
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Charitable giving planning Tools to optimize philanthropic strategies and impact |
Charitable planning features especially for large/legacy clients. | |
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Education funding planning Features for planning and tracking education savings goals |
Education savings goals and planning are supported. | |
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Insurance coverage analysis Tools to assess insurance needs and coverage adequacy |
Insurance needs analysis part of wealth planning suite. | |
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Multi-generational planning Features that facilitate planning across multiple generations |
Supports family/wealth transfer and multi-generational planning tools. | |
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Scenario comparison Ability to compare different financial planning scenarios side-by-side |
Can compare various planning scenarios side-by-side as shown in client demos. | |
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Life event planning Tools for planning around major life events (marriages, births, etc.) |
Includes planning for major life events: marriage, children, etc. |
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Secure messaging Encrypted communication channel between clients and advisors |
Secure online messaging between clients and advisors described as a core feature. | |
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Video conferencing integration Built-in or integrated video meeting capabilities |
Video conferencing available as part of their digital client engagement suite. | |
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Document sharing Ability to securely share and collaborate on documents |
Clients can securely share documents via the digital platform. | |
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Co-browsing capability Allows advisors to navigate the portal simultaneously with clients |
No information available | |
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Digital signature capabilities Legally-binding electronic signature functionality for documents |
eSignature facilities for document execution cited in support materials. | |
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Meeting scheduling Self-service appointment booking with wealth management team |
Clients can schedule appointments and meetings online. | |
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Team directory Easy access to contact information for all wealth management team members |
Team and advisor directory available within the platform. | |
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Notification preferences Customizable alerts and communication preferences |
Can customize notifications and alert types in account preferences. | |
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Activity feed Chronological display of account activities, communications, and updates |
No information available | |
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Family communication hub Tools for communication among family members about wealth matters |
No information available | |
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Advisory team response time Guaranteed response time for client inquiries |
No information available |
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Dashboard customization Ability for clients to arrange and prioritize dashboard elements |
Dashboard customization is listed as a feature for HNW digital users. | |
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White-labeling options Ability to customize branding elements for family offices |
No information available | |
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Custom reporting Ability to create personalized reports with selected data points |
Custom reporting is available, including flexible export and select data points. | |
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Language options Availability of multiple languages for international clients |
No information available | |
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Personalized insights AI-driven personalized recommendations and observations |
AI-driven and personalized insights contained in digital portal features. | |
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Custom alert thresholds Ability to set personalized notification triggers for various events |
No information available | |
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Theme options Visual customization including dark mode and color schemes |
No information available | |
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Accessibility features Compliance with accessibility standards for clients with disabilities |
Platform tested and verified for WCAG accessibility, per footer and help docs. | |
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Custom categorization Ability to create custom categories for assets, transactions, or documents |
Custom asset and transaction categorization offered in platform. | |
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Data export options Flexibility in exporting data in various formats (PDF, Excel, etc.) |
Data export to PDF, Excel, and other formats available. | |
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Custom benchmarks Ability to define custom performance benchmarks |
No information available |
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Wire transfer capabilities Ability to initiate and approve wire transfers within the portal |
High-net-worth clients can initiate and approve wires in portal. | |
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Bill payment Integrated bill payment functionality |
Bill payment functions included in the cash management suite. | |
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Foreign currency transactions Support for transactions in multiple currencies |
Foreign currency support available for eligible HNW accounts. | |
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Transaction history retention Length of time transaction data is retained and accessible |
No information available | |
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Transaction categorization Automatic and manual categorization of transactions |
Automatic and manual transaction categorization supported. | |
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Spending analysis Tools to analyze spending patterns and trends |
Spend analysis features built into reporting portal. | |
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Transaction approval workflows Multi-level approval processes for large transactions |
Multi-level approval workflows for wire/large transactions are a compliance and risk standard. | |
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Recurring transaction setup Ability to schedule regular payments or transfers |
Recurring payments/transfers can be set up in client interface. | |
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Check deposit capabilities Remote check deposit functionality |
Remote check deposit supported via mobile app for eligible clients. | |
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Credit and lending management Features to monitor and manage credit lines and loans |
Credit and lending products can be managed in the online portal. | |
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Transaction limits Customizable limits on transaction amounts |
Customizable transaction limits as a risk control standard. | |
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Real-time transaction notification Immediate alerts for account transactions |
Real-time alerts for all transactions and account activity are default or opt-in. |
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Secure document storage Encrypted storage for sensitive financial and legal documents |
Client documents stored in encrypted advisor/client-accessible folders. | |
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Document categorization Ability to organize documents in folders or with tags |
Folders, tags, and search help organize documents. | |
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Statement archive Historical archive of account statements |
No information available | |
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Document search capabilities Full-text search across stored documents |
Full-text search implemented in digital document portal. | |
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Tax document organization Specialized handling of tax-related documents |
Special tags and folders support tax document organization. | |
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Document version control Tracking of document revisions and changes |
No information available | |
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Automatic document recognition AI-based categorization of uploaded documents |
No information available | |
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Document sharing permissions Granular control over who can access specific documents |
Document permissions can be managed per document/folder. | |
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Document expiration tracking Notifications for documents that require renewal or updates |
No information available | |
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Bulk document upload Ability to upload multiple documents simultaneously |
Bulk upload for documents supported in digital vault. | |
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Document storage capacity Total storage available for client documents |
No information available | |
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Legal document templates Access to templates for common legal and financial documents |
No information available |
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Native mobile app Dedicated mobile application optimized for smartphones |
Native apps for iOS and Android available. | |
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Tablet optimization Interface specifically designed for tablet devices |
Tablet-optimized user experience verified by app store reviews and screenshots. | |
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Offline access capabilities Ability to view certain information without internet connection |
No information available | |
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Cross-browser compatibility Consistent functionality across major web browsers |
Platform supports major browsers (Chrome, Edge, Safari, Firefox). | |
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Mobile biometric login Using device biometrics (fingerprint, face recognition) for mobile authentication |
Mobile app supports biometric authentication for login. | |
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Push notifications Mobile alerts for important account activities or updates |
Push notifications are available in mobile applications. | |
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Mobile check deposit Ability to deposit checks via mobile device camera |
Mobile check deposit function available for qualified accounts. | |
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Mobile-specific security features Additional security measures for mobile access |
Mobile apps include extra security controls, such as location and device fingerprinting. | |
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Cross-device synchronization Seamless transition between devices with synchronized data and preferences |
Data and preferences are synchronized across devices and sessions. | |
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App store rating Average user rating of mobile app in app stores |
No information available | |
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Mobile app update frequency How often the mobile app is updated with new features or fixes |
No information available |
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Team workspace Collaborative space for advisors and specialists serving the client |
Advisory teams have collaborative digital workspaces for client management. | |
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Client profile insights Comprehensive view of client preferences, history, and needs |
Client profiles with detailed histories and preferences are shown in account dashboards. | |
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CRM integration Connection with customer relationship management systems |
CRM integration with Morgan Stanley services and partner tools. | |
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Task assignment Ability to assign and track tasks among team members |
Tasks can be assigned and tracked among team members. | |
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Meeting notes sharing Tools to document and share client meeting notes |
Meeting notes sharing available for advisors and clients in portal. | |
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Client communication history Complete record of all client interactions |
All communication history available within the client/advisor portal. | |
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Service-level tracking Monitoring of service quality and response times |
Service monitoring tracked via dashboard and internal controls. | |
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Expert network access Ability to bring in specialized expertise when needed |
Specialist input and expert network access provided for special situations. | |
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Client feedback tools Systems to collect and act on client satisfaction data |
Client feedback and surveys present in the client experience programs. | |
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Team performance analytics Metrics on team effectiveness and client service |
No information available | |
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Referral tracking Tools to manage and track client referrals |
No information available | |
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Relationship depth metrics Indicators of client relationship strength and engagement |
No information available |
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External account aggregation Ability to pull in data from accounts at other institutions |
Ability to aggregate/monitor external accounts described in online investing FAQ. | |
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Tax software integration Connection with tax preparation and planning tools |
Tax software/tools integration described for both downloads and electronic document delivery to tax preparers. | |
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Estate planning software integration Connection with specialized estate planning tools |
Mentions of estate planning tool integrations available. | |
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Market data feeds Integration of real-time or near-real-time market information |
Market data and feeds are integrated directly into dashboards. | |
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API availability Public APIs for custom integrations with other systems |
Morgan Stanley provides APIs for approved partner integrations. | |
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Third-party app marketplace Ecosystem of pre-integrated third-party applications |
No information available | |
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Accounting software integration Connection with accounting platforms for tax and financial planning |
Connects to accounting software for tax planning (as referenced in FAQ and integration marketplace). | |
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Real estate platform integration Connection with real estate management or valuation systems |
Integrates valuation data from real estate service providers. | |
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Data export flexibility Ability to export data in multiple formats for use in other systems |
Exports to various file/data formats; designed for interoperability. | |
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Third-party document integration Ability to import documents from external sources |
Supports importing documents from outside systems. | |
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Open banking compliance Adherence to open banking standards for data sharing |
No information available | |
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Digital asset integration Connection with cryptocurrency and other digital asset platforms |
Platform supports digital asset integrations for cryptocurrency (pilot/affiliated platforms indicated in news releases). |
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