Skip to content
AdvicePay Showcase Automation Discovery Survey
*
1.
First name
(Required.)
*
2.
Last name
(Required.)
*
3.
Email
(Required.)
*
4.
What is your current AdvicePay plan?
(Required.)
Essential
Professional
Enterprise
I'm not sure
I'm not a customer
*
5.
How many advisors offer financial planning at your firm?
(Required.)
1 advisor
2-10 advisors
10-20 advisors
21+ advisors
I'm not sure
*
6.
What type of apps are you interested in connecting with AdvicePay to create automation? Check all that apply.
(Required.)
A financial planning platform (Right Capital, Moneytree, etc)
A CRM (Redtail, Advyzon, etc)
An accounting platform (Quickbooks, Xero, etc)
A meeting scheduling tool (Calendly, Acuity, etc)
A project management platform (Asana, Trello, etc)
An email marketing platform (MailChimp,HubSpot, etc)
Google Workspace (Gmail, Drive, Sheets, etc)
Other (please specify)
7.
Briefly tell us what you would like to automate between AdvicePay and another app. Explain your desired workflow.
8.
How experienced are you with setting up and managing software integrations?
I’ve never used integrations
Beginner: I’ve tried a few basic integrations
Intermediate: I’ve set up and managed integrations across tools
Advanced: Dedicated integrations are too restrictive, just give me API access
Other (please specify)
*
9.
How important are integrations for your workflows?
(Required.)
Critical: We cannot operate efficiently without them
Important: They would save us significant time or effort
Nice to have: They’re not essential, but would be helpful
Unnecessary: We don’t need integrations
If you don’t consider integrations to be critical, what other areas of the AdvicePay platform are more important to you?
10.
Would you be willing to participate in other exploratory conversations about automation? Check all that apply.
Surveys
Video/phone call
Usability/beta testing
11.
Anything else you’d like to share?