Questis

RATING:

4.5

(2)

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Overview

Reviews

About Questis

Questis meets people at the paycheck with solid behavioral science, personalized, predictive planning, real-person coaching, and a modern, friendly user experience. Our innovative solution of technology and coaching provides financial healing and relieves financial stress. Learn more at questis.co.

The Questis Dashboard, or My Wellness Snapshot, is where users can see a holistic view of their financial life.

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Questis Reviews

Overall Rating

4.5

Ratings Breakdown

(1)

(0)

Secondary Ratings

Ease-of-use

4.5

Customer Support

Value for money

Functionality

Most Helpful Reviews for Questis

2 Reviews

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Cami

Financial Services, 51-200 employees

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed December 2021

Great Tools and Resources!

Love the tools and resources, easy to build net worth but a pain to budget with.

PROS

The software is very educational, has tons of resources and is easy to use. Linking accounts is also a breeze!

CONS

The budgeting aspect could be improved upon. Being able to select one or two accounts to utilize in the budgeting app would be helpful vs it bringing in every transaction for every account linked in the net worth statement.

Reason for choosing Questis

It is a robust platform with lots of functionality.

Casey

Law Practice, 51-200 employees

Used monthly for less than 6 months

Review Source: Capterra

OVERALL RATING:

EASE OF USE

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed December 2021

GoalPath

Overall. GoalPath has allowed myself, and others, to get a snapshot of our current financial wellbeing.

PROS

The meaning and messaging of what this software can do.

CONS

The ease of access - not useful in mobile-first world