---
title: "Questis Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Questis Software - reviews, pricing plans, popular comparisons to other Corporate Wellness products and more."
source_url: "https://www.capterra.com/p/154649/Questis/"
page_type: "product"
language: "en"
publication_date: "2026-09-30"
---

# 

 Questis Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 30, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Questis

## What is Questis?

Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people and employers. We help businesses become life-changing employers by helping employees solve the root causes of financial stress. Our innovative solution meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Learn more at questis.co.

## What is Questis used for?

[Financial Services](https://www.capterra.com/financial-services-software/)[Corporate Wellness](https://www.capterra.com/corporate-wellness-software/)[Employee Engagement](https://www.capterra.com/employee-engagement-software/)

Top alternative

Featured

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Questis

4.5 (2)

VS.

[4.6 (5,318)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting Price

Contact vendor

Starting Price

$29

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (2)

Ease Of Use

4.7 (5)

Value For Money

5.0 (1)

Value For Money

4.5 (3)

Customer Service

5.0 (2)

Customer Service

4.6 (2)

## Questis alternatives

Highest Rated

[4.9 (4,316)](https://www.capterra.com/p/205015/Deel/reviews/)

Starting price

$5.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.6 (3,653)](https://www.capterra.com/p/110968/BambooHR/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[4.3 (1,977)](https://www.capterra.com/p/86714/WebPay/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.5 (1,776)](https://www.capterra.com/p/66908/Workday-HCM/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

## FAQs about Questis

Overview

### What company size and specific industries is Questis built for?

Questis is designed for mid-sized to large organizations in finance, banking, wealth management, and employee benefits, as well as B-Corps and companies led by CEOs, CFOs, HR leaders, and Chief People Officers. It also fits benefits brokers, advisors, and financial institutions serving these markets.

Features and Usability

### What are the key features of Questis?

Questis offers planning tools, budgeting and forecasting, cash management, and financial reporting for financial oversight. It also includes goal management, performance management, employee recognition, feedback management, and pulse surveys, plus benchmarking, reporting and analytics, project management, customer engagement, and risk management.

Getting Started and Support

### What training and onboarding options does Questis offer?

Questis provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct, on-site instruction, live online sessions allow guided remote setup, webinars offer scheduled group learning, and documentation provides written reference material for self-paced review.

Getting Started and Support

### What customer support options does Questis offer?

Questis provides 24/7 live rep support and chat support. These channels give users direct access to help at any time, though no reviewer feedback is available here to describe response speed, helpfulness, or common support frustrations.

## Features

AI summary

Based on 9,471 Corporate Wellness reviews

Capterra reviewers highlight the following as the features buyers value most when evaluating employee engagement software:

-   **Employee Management** (**48%** of reviewers rated this feature as critical)
-   **Employee Management** (**48%**)
-   **Communication Management** (**44%**)

Questis focuses on other employee engagement capabilities rather than these top-rated features. Its feature set is geared toward supporting employee financial wellness and related program delivery, providing teams with tools that can improve access to guidance and support broader workforce well-being.

Benchmarking

Compare key metrics for the business against prominent players in the industry

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Customer Engagement

Initiate interactions with customers by proactively starting conversations or providing informational content

Employee Recognition

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

Feedback Management

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Goal Management

Allows employees to set and manage work or career related goals

Questis 10 features

### All Features
- Benchmarking: Compare key metrics for the business against prominent players in the industry
- Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
- Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content
- Employee Recognition: Acknowledge and reward employees for reaching specific goals and/or for exemplary performance
- Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
- Goal Management: Allows employees to set and manage work or career related goals
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Pulse Surveys: Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

---

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Features

4.0 (2)

4.0

Based on 2 reviews

## Pricing

Value for money

5.0 (1)

### Starting price

Free trial not available

Value for money

5.0 (1)

5.0

Based on 1 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (2)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (2)

5.0

Based on 2 reviews

## User reviews

Overall rating

4.5

Based on 2 reviews

Filter by rating

5(1)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

CA

Casey A.

Human Resources Generalist

Law Practice

### "GoalPath"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

December 2, 2021

Overall. GoalPath has allowed myself, and others, to get a snapshot of our current financial wellbeing.

Pros

The meaning and messaging of what this software can do.

Cons

The ease of access - not useful in mobile-first world

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

CP

Cami P.

Director of RPS

Financial Services

### "Great Tools and Resources!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 1, 2021

Love the tools and resources, easy to build net worth but a pain to budget with.

Pros

The software is very educational, has tons of resources and is easy to use. Linking accounts is also a breeze!

Cons

The budgeting aspect could be improved upon. Being able to select one or two accounts to utilize in the budgeting app would be helpful vs it bringing in every transaction for every account linked in the net worth statement.

Reasons for choosing Questis

It is a robust platform with lots of functionality.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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