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* 1. First name

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* 2. Last name

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* 3. Email

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* 4. What is your current AdvicePay plan?

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* 5. How many advisors offer financial planning at your firm?

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* 6. What type of apps are you interested in connecting with AdvicePay to create automation? Check all that apply.

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* 7. Briefly tell us what you would like to automate between AdvicePay and another app. Explain your desired workflow.

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* 8. How experienced are you with setting up and managing software integrations?

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* 9. How important are integrations for your workflows?

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* 10. Would you be willing to participate in other exploratory conversations about automation? Check all that apply.

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* 11. Anything else you’d like to share?