Questis
About Questis
Most Helpful Reviews for Questis
2 Reviews
Cami
Financial Services, 51-200 employees
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2021
Great Tools and Resources!
Love the tools and resources, easy to build net worth but a pain to budget with.
PROSThe software is very educational, has tons of resources and is easy to use. Linking accounts is also a breeze!
CONSThe 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
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2021
GoalPath
Overall. GoalPath has allowed myself, and others, to get a snapshot of our current financial wellbeing.
PROSThe meaning and messaging of what this software can do.
CONSThe ease of access - not useful in mobile-first world