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As our businesses and work environments changed overnight due to the COVID-19 pandemic, so did the value of a financial plan, the role of the advisor, and the utilization of technology to meet the demands of the current market.

It’s no surprise this year’s market volatility has resulted in an increased interest in financial planning. Investors are seeing the value of a plan built for the long term.

Bearing this out, in early May we conducted a survey of 227 advisor clients to see how COVID-19 has affected advisor use, need and perception of financial planning software. We discovered that 37% of respondents have received inquiries from new clients about creating a financial plan.

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