On the recordRead 2 Oct 202623 facts
Questis
The privacy policy lists Financial Wellness Labs, Inc. at 4 W Palisade Ave #1210, Englewood, NJ 07631.
Plans and prices
Questis
Priced on request
Unlimited 1:1 financial coaching · full financial account aggregation · dashboard and budgeting tools · workforce reporting
Read 2 Oct 2026 · questis.co
On the record
- Account aggregation
- The platform provides a consolidated view of spending and real-time aggregation of financial accounts.questis.co · read 1 Oct 2026
- Budgeting and goals
- Questis lets users plan, track, and adjust spending in real time and set financial goals.questis.co · read 1 Oct 2026
- Coach availability
- Employees have 24/7 access to certified financial planners and unlimited coaching sessions.questis.co · read 1 Oct 2026
- Coaching
- Employees can access unlimited one-to-one coaching and choose a coach they can continue meeting with.questis.co · read 2 Oct 2026
- Company
- The site identifies the company as Financial Wellness Labs, Inc.questis.co · read 2 Oct 2026
- Credit scores
- Questis provides real-time credit score updates and tips to improve scores.questis.co · read 1 Oct 2026
- Data provider
- Questis uses MX Technologies to collect, process, and store users' financial-account information through its platform.questis.co · read 1 Oct 2026
- Employer insights
- Questis gives employers anonymous insights into workforce financial well-being.questis.co · read 1 Oct 2026
- Employer reporting
- Questis provides employers with workforce insights and reports described as anonymous, aggregated data.questis.co · read 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 · read 2 Oct 2026
- Financial products
- Questis says it provides guidance but does not sell financial products or handle investment assets.questis.co · read 2 Oct 2026
- Financial tools
- The software page describes account dashboards, spending analysis, budgeting, financial goals, progress tracking, and credit score tracking.questis.co · read 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 · read 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 · read 2 Oct 2026
- Partner options
- Questis offers white-label options and dedicated integration support to partners.questis.co · read 1 Oct 2026
- Personal finance app
- The Questis app lets employees manage money, create budgets, and track spending in one place.questis.co · read 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 · read 2 Oct 2026
- Purpose
- Questis is a comprehensive financial wellness solution for employees.questis.co · read 1 Oct 2026
