Questis
Questis is an employee financial wellness solution from Financial Wellness Labs, Inc., serving organisations and HR teams.
What Questis is
Questis is an employee financial wellness solution from Financial Wellness Labs, Inc., serving organisations and HR teams. It combines personal finance software, one-to-one coaching and anonymous workforce insights. Employees can connect accounts for a consolidated, real-time spending view, create and adjust budgets, set goals, track progress and receive credit-score updates with improvement tips. Certified financial planners are available 24/7, with unlimited coaching tailored to each employee’s lifestyle and goals. Employers receive anonymised, aggregated reports and insights; Questis says individual employee information is not disclosed. Implementation is offered in under two weeks with communication plans, management training and a launch specialist. Custom integrations can connect HR platforms, configure single sign-on and arrange secure data transfers, while partners can use white-label options. Questis states that it provides guidance but does not sell financial products or manage investment assets. Its security program includes firewalls, segmented storage, encryption, multi-factor authentication and least-privilege access. MX Technologies handles financial-account information through the platform. Pricing is on request and there is no free plan.
Good
- Unlimited one-to-one coaching with certified planners
- 24/7 coach access
- Real-time account aggregation and spending views
- Anonymous, aggregated employer reporting
- Under-two-week implementation option
Watch out
- Pricing is available only on request
- No free plan
- Financial-account data is handled by MX Technologies
- Does not sell products or manage investments
Who it suits
Questis suits organisations and HR teams offering financial wellness as an employee benefit. It is designed for employers wanting coaching, employee money tools and anonymised workforce reporting.
Verdict
Questis combines employee budgeting and account tools with continuous coaching and employer-level reporting. Organisations should review its integration approach, third-party financial-data handling and request-based pricing.
Plans and prices
From Questis's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Questis | Priced on request | Unlimited 1:1 financial coaching · full financial account aggregation · dashboard and budgeting tools · workforce reporting · benefit optimization · goal tracking · financial wellness assessments |
The facts
Each one read from Questis's own pages, with the date it was checked.
What it does
- Account aggregation
- The platform provides a consolidated view of spending and real-time aggregation of financial accounts.checked 1 Oct 2026
- Budgeting and goals
- Questis lets users plan, track, and adjust spending in real time and set financial goals.checked 1 Oct 2026
- Coach availability
- Employees have 24/7 access to certified financial planners and unlimited coaching sessions.checked 1 Oct 2026
- Coaching
- Employees can access unlimited one-to-one coaching and choose a coach they can continue meeting with.checked 2 Oct 2026
- Credit scores
- Questis provides real-time credit score updates and tips to improve scores.checked 1 Oct 2026
- Data provider
- Questis uses MX Technologies to collect, process, and store users' financial-account information through its platform.checked 1 Oct 2026
- Employer insights
- Questis gives employers anonymous insights into workforce financial well-being.checked 1 Oct 2026
- Employer reporting
- Questis provides employers with workforce insights and reports described as anonymous, aggregated data.checked 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.checked 2 Oct 2026
- Financial products
- Questis says it provides guidance but does not sell financial products or handle investment assets.checked 2 Oct 2026
- Financial tools
- The software page describes account dashboards, spending analysis, budgeting, financial goals, progress tracking, and credit score tracking.checked 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.checked 2 Oct 2026
- Integrations
- Questis says it can configure single sign-on, connect with existing HR platforms, or set up secure data transfers.checked 2 Oct 2026
- Partner options
- Questis offers white-label options and dedicated integration support to partners.checked 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.checked 2 Oct 2026
- Purpose
- Questis is a comprehensive financial wellness solution for employees.checked 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.checked 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.checked 2 Oct 2026
- What it does
- Questis combines financial coaching, personal finance software, and employer insights to support workforce financial wellness.checked 2 Oct 2026
- Who it serves
- Questis presents the service as an employee benefit for organizations and their HR teams.checked 2 Oct 2026
The company
- Company
- The site identifies the company as Financial Wellness Labs, Inc.checked 2 Oct 2026
- Headquarters
- The privacy policy lists Financial Wellness Labs, Inc. at 4 W Palisade Ave #1210, Englewood, NJ 07631.checked 2 Oct 2026
Where it runs
- Personal finance app
- The Questis app lets employees manage money, create budgets, and track spending in one place.checked 1 Oct 2026
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