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Questis is a configurable financial wellness technology platform that allows retirement advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. Founded by experienced financial advisory professionals, Questis pairs the power of software with the customization and communication required to fuel behavior change. With seamless integration tools, processes, and human experts, Questis makes financial wellness simple, available to every participant, and scalable. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding.
"Once we set our business goals for our wellness program, GoalPath, we realized almost immediately that we needed a technology partner to help us reach them. In our search, we …
"Since most people rely heavily on defined contribution plans for retirement income, we need to do whatever we can to help people proactively understand their financial situations and act accordingly …
"Collaborative financial wellness is key."
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