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

  • Starting Price
    Not provided by vendor
  • 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 financial wellness technology platform that allows advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. With configurable features, scalable architecture, and secure software, fueled by advisors' coaching and guidance, Questis powers access to comprehensive personalized financial plans.


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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