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Read 8 Questis reviews and testimonials from customers, explore 9 case studies and customer success stories, and watch customer videos to see why companies chose Questis as their Financial Services

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.

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Customer Rating Review Scorebased on 1271 reference ratings
4.8/5.0 (1271)

8Testimonials

  • "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 kept running into "turn-key" solutions that couldn't adapt to do what we wanted to do, how we wanted to do it. Ultimately, we chose Questis because they are different. Their configurable platform helped us create a wellness program that fits our business model and works with and for us, rather than forcing a round peg into a square hole."

    Marko UngashickGoalPath
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9 Case Studies

  • GRP Financial - Customer Case Study

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Additional Questis Information & Resources

Read Questis Reviews, Testimonials & Customer References from 8 real Questis customers.

Browse Questis Case Studies, Customer Success Stories, & Customer References from 9 businesses that use Questis.

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