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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.
"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 …
“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 …
"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 …
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