2025 Wealth Management Member Survey

Aviso Wealth, in conjunction with and approval of TCU Wealth Management, will be conducting a survey of the credit union’s wealth management members.

The survey’s purpose is to better understand how members feel about their overall wealth management relationship and how we can build stronger solutions and interaction experiences. It will include responses from across the network of participating credit unions.

The survey will be administered by the Aviso Wealth Research Team. The survey invitation email will be coming from their organization, specifically from the email avisowealth@qualtrics-research.com 

Surveys invitations will be sent to members on April 22nd and the survey will close on May 4th.

Thank you in advance for your participation in these efforts. For any questions on this please contact your advisor.

Mutual Funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.