WHO WE ARE
Questis is a team of former retirement advisors, passionate software engineers, and inspired visionaries who share one driving goal— to bring the value of personalized financial planning to everyone. We strive to power positive change in financial behavior by building a model that supports an ever-changing financial and life climate. We believe that technology has the ability to deliver integrated, unique, scalable experiences that set your plan participants, plan sponsors, and you up for success today, tomorrow and into the future.
WHAT WE DO
Questis combines the potential of modern software with the power of actionable, personalized financial guidance to build financial wellness programs for retirement advisors, plan sponsors, and participants. We work with you, the advisor, to design an experience that works within and for your business model. Then, we marry what we create with a simple user experience for your participants and plan sponsors, all under your brand.
By breaking down the complexity of financial planning into digestible pieces, automating top of mindedness with reminders and goals, and re-adding the human element for validation, support, and confidence, we can change behavior and show tangible progress toward financial well-being.
We started out as advisors in search of a technology solution to help scale our roles and seamlessly encourage our participants to change their financial habits and better plan for retirement. After searching long and far, the solution we sought simply didn't exist; so we built it.
We realize the need for a financial wellness technology solution that meets our needs. We plan to build one.
We test our MVP and ask the market for feedback.
We enhance the platform, our offerings, and bring on more QSPs.
We expand to partner with recordkeepers, banks, and other financial service providers. We substantially grow our service offerings and existing customer relationships.
Financial wellness emerges as an industry trend. We build a software solution to solve our own problems.
We publically release the Questis Platform and grant access to our first Questis Service Providers (QSPs).
We onboard 100,000 plan
participants/employees in the first quarter and focus on expanding our presence in the retirement space.