POWERING BETTER 

OUTCOMES

Questis helps firms manage plans and participants scalably, securely, and effectively, while also offering a branded, configured financial wellness program that encourages and tracks behavior change.

DISCOVER YOUR FIRM’S POTENTIAL

WHY FIRMS WORK WITH US

Questis offers financial intermediaries everything they need to manage, run, and grow their businesses.

EFFICIENTLY MANAGE ALL 

PARTICIPANTS

DEVELOP A FINANCIAL WELLNESS EXPERIENCE UNIQUE TO YOUR FIRM

DEPLOY FINANCIAL WELLNESS ACROSS YOUR BOOK OR PLAN BY PLAN

WANT TO SEE HOW WE CAN HELP YOU MANAGE YOUR PLANS AND HELP YOUR PARTICIPANTS?

WHO WE WORK WITH

RETIREMENT PROVIDERS

CREDIT

UNIONS

& BANKS

RETIREMENT ADVISORS & PLATFORMS

FORTUNE 100 EMPLOYERS

BENEFITS & CONSULTING

FIRMS

YOU

 

OUR

TECHNOLOGY

INCREASE YOUR FIRM'S VALUE WITH PARTICIPANT MANAGEMENT FOR ADVISORS AND COACHES

  • Increase capability and scale education services with a central hub for participant interaction

  • Add reporting and depth to individual interactions

  • Create consistency of service regardless of channel

  • Manage an educational team

  • Identify opportunities and streamline handoffs

COMPLIANCE

FRIENDLINESS

SCALABILITY

REAL-TIME REPORTING

APPLICATION CONFIGURATION

INTEGRATED MESSAGING & SCHEDULING

PROTECT AND GROW YOUR BUSINESS WITH YOUR FIRM'S OWN FINANCIAL WELLNESS PROGRAM

  • Defend your book. Launch your own branded digital financial wellness program

  • Increase participant reach, access, and depth of engagement

  • Get to market fast without the time and resources of an internal build

  • Track progress and show tangible value to your plans with detailed reporting

USER FRIENDLY INTERFACE

RETIREMENT 

INCOME 

PROJECTION

ACCOUNT AGGREGATION

BUDGETING & CASHFLOW TOOLS

PROPRIETARY ADVICE ENGINE

SEE HOW WE CAN HELP YOU

USER SPECIFIC ENGAGEMENT & ACTION ITEMS

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 Ungashick

GoalPath

CONTACT US

 

WHAT'S NEW

ABOUT                   CONTACT                     FOLLOW

GET QUESTIS UPDATES

We take security seriously. Find out more here.

© Questis 2019