Questis

Spec sheet

What it does

Questis combines financial coaching, personal finance software, and employer insights to support workforce financial wellness.Read 2 Oct 2026 · questis.co

Purpose

Questis is a comprehensive financial wellness solution for employees.Read 1 Oct 2026 · questis.co

Integrations

Questis says it can configure single sign-on, connect with existing HR platforms, or set up secure data transfers.Read 2 Oct 2026 · questis.co

Security

Its privacy policy lists firewalls, segmented data storage, encryption, multi-factor authentication, and least-privilege access as Information Security Program measures.Read 2 Oct 2026 · questis.co

Privacy

The privacy policy says it does not share customers’ directly provided personal information with employers, apart from sharing whether an employee signed up for services.Read 2 Oct 2026 · questis.co

Support

The pricing page says Questis’s Customer Success Team can handle or collaborate on employee enrollment and provides employers with regular engagement reports.Read 2 Oct 2026 · questis.co

Headquarters

The privacy policy lists Financial Wellness Labs, Inc. at 4 W Palisade Ave #1210, Englewood, NJ 07631.Read 2 Oct 2026 · questis.co

Company

The site identifies the company as Financial Wellness Labs, Inc.Read 2 Oct 2026 · questis.co

Account aggregation

The platform provides a consolidated view of spending and real-time aggregation of financial accounts.Read 1 Oct 2026 · questis.co

Budgeting and goals

Questis lets users plan, track, and adjust spending in real time and set financial goals.Read 1 Oct 2026 · questis.co

Coach availability

Employees have 24/7 access to certified financial planners and unlimited coaching sessions.Read 1 Oct 2026 · questis.co

Coaching

Employees can access unlimited one-to-one coaching and choose a coach they can continue meeting with.Read 2 Oct 2026 · questis.co

Credit scores

Questis provides real-time credit score updates and tips to improve scores.Read 1 Oct 2026 · questis.co

Data provider

Questis uses MX Technologies to collect, process, and store users' financial-account information through its platform.Read 1 Oct 2026 · questis.co

Employer insights

Questis gives employers anonymous insights into workforce financial well-being.Read 1 Oct 2026 · questis.co

Employer reporting

Questis provides employers with workforce insights and reports described as anonymous, aggregated data.Read 2 Oct 2026 · questis.co

Financial data provider

The privacy policy says Questis uses MX Technologies to collect, process, and store financial account information through its platform.Read 2 Oct 2026 · questis.co

Financial products

Questis says it provides guidance but does not sell financial products or handle investment assets.Read 2 Oct 2026 · questis.co

Financial tools

The software page describes account dashboards, spending analysis, budgeting, financial goals, progress tracking, and credit score tracking.Read 2 Oct 2026 · questis.co

Implementation

Questis describes a done-for-you launch in under two weeks that includes communication planning, management training, and a dedicated launch specialist.Read 2 Oct 2026 · questis.co

Partner options

Questis offers white-label options and dedicated integration support to partners.Read 1 Oct 2026 · questis.co

Personal finance app

The Questis app lets employees manage money, create budgets, and track spending in one place.Read 1 Oct 2026 · questis.co

Who it serves

Questis presents the service as an employee benefit for organizations and their HR teams.Read 2 Oct 2026 · questis.co

Plans and prices

Every Questis plan and price →

Where Specifiction places it

• Employee Financial Wellness Software#13 of 287.5