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Fintech Integration Marketplace

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Fintech Integration Marketplace / Wealth Management / Retirement Planning

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Questis

Questis is a configurable financial wellness technology platform that allows retirement advisors and financial service providers to easily deliver personalized financial wellness programs to their plan sponsors and participants. Founded by experienced financial advisory professionals, Questis pairs the power of software with the customization and communication required to fuel behavior change. With seamless integration tools, processes, and human experts, Questis makes financial wellness simple, available to every participant, and scalable. Now, anyone looking to offer financial wellness as a service can do so simply, and customized to their requirements and branding.

Website

https://www.myquestis.com/

Contacts

info@myquestis.com

https://www.facebook.com/myquestis/

https://www.linkedin.com/company/questisinc/

https://twitter.com/myquestis?lang=en

Questis

Questis offers financial intermediaries everything they need to manage, run, and grow their businesses:

  • efficiently manage all participants;
  • develop a financial wellness experience unique to your firm;
  • deploy financial wellness across your book or plan by plan.
Questis

Companies that integrate with the company

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Questis

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.