Questis
Transform financial wellness with unlimited coaching and smart tools for employees
About Questis
Questis provides a comprehensive financial wellness platform combining unlimited 1:1 coaching from Certified Financial Planners with a personal finance app. The solution helps employees reduce financial stress, improve productivity, and build long-term financial resilience while giving employers valuable insights into workforce financial health.
Pricing
Full pricing pageSubscription
Premium
$5 per month
50-500 Employees
- Unlimited 1:1 financial coaching
- Full financial account aggregation
- Personal financial dashboard
- Custom budgeting tools
- Workforce Reporting
- Employee Benefit Optimization
- goal setting and tracking
- Financial Wellness assessments
- Done-for-you Launch in under two weeks
- Communication Plan
- Management Training
- Dedicated Launch Specialist
Advanced
$3.50 per month
501-1000 Employees
- Unlimited 1:1 financial coaching
- Full financial account aggregation
- Personal financial dashboard
- Custom budgeting tools
- Workforce Reporting
- Employee Benefit Optimization
- goal setting and tracking
- Financial Wellness assessments
- Done-for-you Launch in under two weeks
- Communication Plan
- Management Training
- Dedicated Launch Specialist
Enterprise
Custom
1,000+ Employees
- Unlimited 1:1 financial coaching
- Full financial account aggregation
- Personal financial dashboard
- Custom budgeting tools
- Workforce Reporting
- Employee Benefit Optimization
- goal setting and tracking
- Financial Wellness assessments
- Done-for-you Launch in under two weeks
- Communication Plan
- Management Training
- Dedicated Launch Specialist
FAQ
The Questis platform includes unlimited 1:1 coaching with Certified Financial Planners, a personal finance app for budgeting and spend tracking, and an all-in-one dashboard for real-time account aggregation. It also offers smart tools like an AI-driven budgeting assistant and investment tracking.
Questis provides personalized financial coaching and tools to help employees manage their finances, which has been shown to increase productivity by 30% and improve retention rates by 20%. The platform also offers insights to employers to address financial challenges before they impact employees.
Yes, Questis offers bank-level security for all financial data and seamless connections across accounts. The platform ensures secure and seamless access to financial information.
You can get started by scheduling a demo on the Questis website. This allows you to see how the platform can benefit your organization and employees.
Questis offers unlimited 1:1 coaching sessions with Certified Financial Planners, custom financial action plans, and on-demand support for complex financial issues. Coaches provide personalized advice to help employees navigate their financial journeys.
Questis measures success through employee productivity improvements, retention rate increases, and personalized financial outcomes. The platform also provides insights to employers to track financial well-being trends and address potential risks.
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Pricing summary
Model
Subscription
Starting from
$3.50 per employee per month
Categories
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