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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.
"Questis allows us to be up to date with any actions taken by our participants. Whether its the chat feature being used for quick questions or the addition of a …
"We want employees to sign up knowing full well that this isn’t just another check the box benefit. It is, we believe, a new way to think about and proactively …
"For a long time, when it comes to participant education, our industry has been singularly focused on just getting participants to save for retirement without taking into consideration barriers that …
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