Freedom251 › Employee Financial Wellness Software

Questis

Paid Web

What Questis is

Questis is a web-based financial wellness benefit for organizations and their HR teams. It combines employee money-management tools, one-on-one coaching, and employer reporting. Employees can aggregate financial accounts into a consolidated view, review spending, create and adjust budgets, set goals, and track progress. The app also provides real-time credit score updates with tips for improving scores. Certified financial planners are available around the clock, and employees can receive unlimited coaching tailored to their lifestyle and goals. Employers receive regular engagement reports and anonymized, aggregated insights into workforce financial well-being; Questis says it does not disclose individual employee data to employers. Implementation is offered in under two weeks and includes communication plans, management training, and a dedicated launch specialist. Custom integrations can connect HR platforms, configure single sign-on, and support secure data transfers. Questis says it provides guidance but does not sell financial products or handle investment assets. Pricing is available on request, and there is no free plan. The company is identified as Financial Wellness Labs, Inc.

Who it suits

Questis is aimed at organizations and HR teams offering a financial wellness benefit. It may suit employers seeking employee coaching and money tools alongside aggregated workforce insights.

What it does well

Unlimited one-on-one coaching from certified financial planners.
Financial accounts are aggregated into a consolidated view.
Budgets, goals, spending, and credit scores are covered.
Implementation is offered in under two weeks.
Employers receive anonymized, aggregated workforce insights.

What to know first

Pricing is available on request.
There is no free plan.
The listed platform is web.

Limits

Questis has no free plan, and pricing is available on request. The listed Questis plan includes unlimited coaching, account aggregation, budgeting tools, workforce reporting, benefit optimization, goal tracking, and financial wellness assessments.

Plans

Plan	Billed and limits	Price
Questis	Unlimited 1:1 financial coaching · full financial account aggregation · dashboard and budgeting tools · workforce reporting · benefit optimization · goal tracking · financial wellness assessments	On request

As questis.co lists them, read 2 Oct 2026. The maker's own page has the final word.

Getting started

Visit the Questis website.
Request pricing for the Questis plan.
Arrange the under-two-week implementation.
Use the communication plan and management training for launch.
Connect HR platforms or configure single sign-on through custom integrations.
Employees open the web app and connect financial accounts.

Verdict

Questis brings employee financial tools and coaching together with employer-level reporting.

Questions

Does Questis offer a free plan?

No. Questis is a paid service with pricing available on request.

Which platforms support Questis?

Questis is available on the web.

Who is Questis for?

It is presented as an employee benefit for organizations and their HR teams.

Will employers see individual employee data?

Questis says employers receive only anonymized, aggregated insights and reports, not individual employee data.

Does Questis manage investments or sell financial products?

No. Questis provides financial guidance but does not sell financial products or handle investment assets.

What integrations are available?

Custom integrations can connect existing HR platforms, configure single sign-on, and arrange secure data transfers.

Facts from Questis's own pages

Account aggregation: The platform provides a consolidated view of spending and real-time aggregation of financial accounts. · questis.co, 1 Oct 2026
Budgeting and goals: Questis lets users plan, track, and adjust spending in real time and set financial goals. · questis.co, 1 Oct 2026
Coach availability: Employees have 24/7 access to certified financial planners and unlimited coaching sessions. · questis.co, 1 Oct 2026
Coaching: Employees can access unlimited one-to-one coaching and choose a coach they can continue meeting with. · questis.co, 2 Oct 2026
Company: The site identifies the company as Financial Wellness Labs, Inc. · questis.co, 2 Oct 2026
Credit scores: Questis provides real-time credit score updates and tips to improve scores. · questis.co, 1 Oct 2026
Data provider: Questis uses MX Technologies to collect, process, and store users' financial-account information through its platform. · questis.co, 1 Oct 2026
Employer insights: Questis gives employers anonymous insights into workforce financial well-being. · questis.co, 1 Oct 2026
Employer reporting: Questis provides employers with workforce insights and reports described as anonymous, aggregated data. · questis.co, 2 Oct 2026
Financial data provider: The privacy policy says Questis uses MX Technologies to collect, process, and store financial account information through its platform. · questis.co, 2 Oct 2026
Financial products: Questis says it provides guidance but does not sell financial products or handle investment assets. · questis.co, 2 Oct 2026
Financial tools: The software page describes account dashboards, spending analysis, budgeting, financial goals, progress tracking, and credit score tracking. · questis.co, 2 Oct 2026
Headquarters: The privacy policy lists Financial Wellness Labs, Inc. at 4 W Palisade Ave #1210, Englewood, NJ 07631. · questis.co, 2 Oct 2026
Implementation: Questis describes a done-for-you launch in under two weeks that includes communication planning, management training, and a dedicated launch specialist. · questis.co, 2 Oct 2026
Integrations: Questis says it can configure single sign-on, connect with existing HR platforms, or set up secure data transfers. · questis.co, 2 Oct 2026
Partner options: Questis offers white-label options and dedicated integration support to partners. · questis.co, 1 Oct 2026
Personal finance app: The Questis app lets employees manage money, create budgets, and track spending in one place. · questis.co, 1 Oct 2026
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. · questis.co, 2 Oct 2026
Purpose: Questis is a comprehensive financial wellness solution for employees. · questis.co, 1 Oct 2026
Security: Its privacy policy lists firewalls, segmented data storage, encryption, multi-factor authentication, and least-privilege access as Information Security Program measures. · questis.co, 2 Oct 2026
Support: The pricing page says Questis’s Customer Success Team can handle or collaborate on employee enrollment and provides employers with regular engagement reports. · questis.co, 2 Oct 2026
What it does: Questis combines financial coaching, personal finance software, and employer insights to support workforce financial wellness. · questis.co, 2 Oct 2026
Who it serves: Questis presents the service as an employee benefit for organizations and their HR teams. · questis.co, 2 Oct 2026

Where Questis stands on Freedom251

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