Title: Client Experience Survey – April 2025
Date: April 15, 2025
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 22. 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 10-minute 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.
