Who Uses This Software?

Service providers looking to add their own financial wellness line of service and understanding the importance of pairing of human advice with a digital platform.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Questis
  • www.myquestis.com/
  • Founded 2002
  • United States

About Questis

Questis is the only a comprehensive financial wellness platform built for the enterprise. With configurable features, scalable architecture, and secure software, fueled by advisors personalized coaching and guidance, Questis gives financial planners and consumers alike a clear digital roadmap to reach and surpass their financial goals. Founded by experienced financial advisory professionals, the Questis Platform harnesses the power of software to offer the configurability necessary to work with


Questis Features

  • Cultural Alignment
  • Employee Alignment
  • Employee Awards
  • Employee Guides
  • Feedback Management
  • Goal Management
  • Health & Wellness Programs
  • Performance Management
  • Rewards Program
  • Social Recognition
  • Surveys

Questis Reviews

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