Title: Client Experience Survey – April 2026
Date: April 14, 2026
As part of our efforts to continually improve our services, we will be conducting a wealth management experience survey with our members starting on April 20. You may receive an online survey asking you to provide your feedback on your overall wealth management experience with Thrive Wealth Management and Aviso Wealth.
The email will come from Aviso Wealth (avisowealth@qualtrics-research.com) with the Subject Line: Your Opinion Matters - Share it with us today. This email will contain a link to the Qualtrics survey. Your answers will be kept anonymous, with results presented in aggregate.
If you receive the survey, please take a moment to complete it. Your feedback is greatly appreciated and will support in helping us improve the services we offer.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
