No. 19 of 28 ·Employee Financial Wellness Software

Questis

Web

Freedom report

One barScore 5.1

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Questis is ranked #19 of 28 in employee financial wellness software on Freedom251. It runs on Web. There is no free plan.

Questis plans and pricing

All plans

Questis Not published Unlimited 1:1 financial coaching · full financial account aggregation · dashboard and budgeting tools · workforce reporting · benefit optimization · goal tracking · financial wellness assessments questis.co · 2 Oct 2026

Compared on employee financial wellness software

Free plan: No
Education content: Yes
Financial planning: Yes
Coaching access: one_to_one
Financial health tools: Yes
Employer reporting: advanced
HRIS integrations: Yes
Available platforms: both

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The record

Purpose: Questis is a comprehensive financial wellness solution for employees.
Coaching: Questis provides unlimited one-on-one financial coaching tailored to each employee's lifestyle and goals.
Coach availability: Employees have 24/7 access to certified financial planners and unlimited coaching sessions.
Personal finance app: The Questis app lets employees manage money, create budgets, and track spending in one place.
Account aggregation: The platform provides a consolidated view of spending and real-time aggregation of financial accounts.
Budgeting and goals: Questis lets users plan, track, and adjust spending in real time and set financial goals.
Credit scores: Questis provides real-time credit score updates and tips to improve scores.
Employer insights: Questis gives employers anonymous insights into workforce financial well-being.
Implementation: Questis offers done-for-you implementation in under two weeks, including communication plans, management training, and a dedicated launch specialist.
Integrations: Custom integrations can configure single sign-on, connect existing HR platforms, and set up secure data transfers.
Partner options: Questis offers white-label options and dedicated integration support to partners.
Security: Financial Wellness Labs says its information security program uses firewalls, segmented data storage, encryption, multi-factor authentication, and least-privilege access policies.
Data provider: Questis uses MX Technologies to collect, process, and store users' financial-account information through its platform.
Privacy: Questis says it does not disclose individual employee data to employers and reports only anonymized, aggregated data.

Where it ranks on Freedom251

Best Employee Financial Wellness Software in 2026#19 of 28

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Sources

questis.co/how-it-works· checked 1 Oct 2026
questis.co/request-a-demo· checked 1 Oct 2026
questis.co/software· checked 1 Oct 2026
questis.co/pricing· checked 1 Oct 2026
questis.co/for-partners· checked 1 Oct 2026
questis.co/privacy-policy· checked 1 Oct 2026
questis.co· checked 2 Oct 2026