Modernize your advisory.
Make coaching scalable.
Our coaches help you empower more people, more effectively.
Grow your business.
Generate sales, scale your book, and help participants build wealth.
Heal financial fragility.
Holistic financial empowerment helps people and businesses succeed.
Manage accounts better.
Our user-friendly dashboard helps you streamline and optimize.
Personalized, predictive planning.
Use our data-driven insights to power next-gen personalization.
Demonstrate ROI and value.
Enhance client loyalty with Questis’ data reporting and insights.
The ROI of financial empowerment.
Questis helps you deliver ROI to employers with a solution people love.
Personalized, Predictive Planning
Modern, Friendly User Experience
Usability makes or breaks any personal finance solution. Questis delivers the optimal blend of technology and human help.
Supported by Science
The Path to Empowerment
Life, Health & Disability Insurance
Simple Estate Planning
Credit Card Debt
Health Savings Account
Advanced Estate Planning
“Questis allows us to be up to date with any actions taken by our participants. Whether it’s the chat feature being used for quick questions or the addition of a new user and completion of the assessment, the system allows our relationship to be that much closer.”
“We kept running into “turnkey” solutions that couldn’t adapt to what we wanted to do. We chose Questis because they’re different. Their configurable platform helped us create a program that works for us, rather than forcing a round peg into a square hole.”
“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 and Questis is an integral component of our plan to do just that. I’m so glad to have found such an aligned and passionate partner in Questis.”
Evan Hirsh, AIF®,