Questis Description

Questis, a configurable platform for financial wellness delivery, allows retirement advisors to easily deliver customized wellness programs to plan sponsors and participants. Questis was founded by financial professionals and combines the power of software with the flexibility required to drive behavior change. The Questis Platform simplifies financial wellness and makes it profitable with seamless integrations, scalable technology and industry insight. The Questis Platform opens up new avenues for financial service providers, and tangibly improves financial wellness for plan sponsors and participants. Anyone can now offer financial wellness as an optional service. It is easy and customizable to fit their branding and requirements.

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Company Details

Company:
Questis
Year Founded:
2013
Headquarters:
United States
Website:
www.questis.co
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Product Details

Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
24/7 Live Support
Online

Questis Features and Options

Compliance Software

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Employee Engagement Software

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Financial Reporting Software

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management