AdvicePay Showcase Automation Discovery Survey

1.First name(Required.)
2.Last name(Required.)
3.Email(Required.)
4.What is your current AdvicePay plan?(Required.)
5.How many advisors offer financial planning at your firm?(Required.)
6.What type of apps are you interested in connecting with AdvicePay to create automation? Check all that apply.(Required.)
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?
9.How important are integrations for your workflows?(Required.)
10.Would you be willing to participate in other exploratory conversations about automation? Check all that apply.
11.Anything else you’d like to share?