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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.
“We are going to educate everyone. It’s a matter of health, not wealth. Mailroom to boardroom. Everyone needs help and that help needs to be delivered in the way an …
"Our entire approach has been focused on changing employee behaviors to improve their financial well-being. We knew we needed a solution that was designed from the outset with the same …
"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 …
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