Questis
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Questis

By Questis

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Questis Reviews & Product Details

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Questis Demo - Questis Dashboard
The Questis Dashboard, or My Wellness Snapshot, is where users initially land after logging in to their Questis account. Here, users have a holistic view of their financial life. This dashboard is home to their Financial Wellness ScoreTM as well as the breakdown of that score, the coaching resour...
Questis Demo - My Money: Goals
The My Money view of the platform addresses a variety of topics ranging from spending plans to goal setting. This view of My Money is the Goals section. Within Goals, users can create different types of savings and debt reduction goals such as paying off credit cards and saving for college. Targe...
Questis Demo - My Money Moves
The My Money Moves section of the platform is where the action happens! Money Moves are automatically generated based on an assessment that is answered by the user when they first log in to Questis. These are intended to give the users steps towards improving their Financial Wellness ScoreTM and ...
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Questis Reviews (3)

Reviews

Questis Reviews (3)

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Verified User in Financial Services
AF
Small-Business (50 or fewer emp.)
More Options
"HB Retirement"
What do you like best about Questis?

Being that we deal with Questis on a daily basis... Sidney Stubbs has been a massive help to the success of our platform. She is always there to assist us.

Our platform would not be successful without her. Review collected by and hosted on G2.com.

What do you dislike about Questis?

There are compatibility issues with the eligibility files. Sometimes we have problems getting files to run correctly. It would be nice to have a system that sets one template to distribute to our participants. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business (50 or fewer emp.)
More Options
"Flexible and fast response time"
What do you like best about Questis?

I like how the site is user-friendly and the wide variety of tools/resources (calculators, budgeting tools, and self-help articles) available to empower my financial journey. Review collected by and hosted on G2.com.

What do you dislike about Questis?

The account aggregation tool can be difficult at times with linking accounts. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Small-Business (50 or fewer emp.)
More Options
"Good technology platform, user-friendly. Sometimes slow."
What do you like best about Questis?

Technology and accessibility for great financial calculators, aggregations and tools Review collected by and hosted on G2.com.

What do you dislike about Questis?

Sometimes the platform is "clunky" and runs slow. Review collected by and hosted on G2.com.

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Questis