Questis vs SmartDollar

Compare and evaluate Questis vs SmartDollar based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Questis offers Financial Coaching, Financial Education, Cash Flow & Budgeting to companies with 225,000 employees. SmartDollar offers Financial Education, Cash Flow & Budgeting, Financial Coaching to companies with 3,600,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Questis

Questis

5.0 (1)

Product Description

Questis

-

SmartDollar

SmartDollar’s highly-trained coaches are available to help employees uncover the root problems that lead to poor financial decisions, help employees... Show More

Min. Group Size

Questis

-

SmartDollar

2 eligible

Lives Serviced

Questis

30,000

SmartDollar

-

Product Specific Features

Questis

Not offered

Financial health assessment

Not offered

One-on-one financial coaching - In-person

Not offered

Goal setting and tracking

Not offered

One-on-one financial coaching - virtual

Not offered

Mentor/Coach matching

Not offered

On-site group workshops

Not offered

Budget tool

Not offered

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

Not offered

Accredited financial coaches

Not offered

Debt management counseling

Not offered

Courses administration

SmartDollar

✓

Financial health assessment

Not offered

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Features

Questis

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not offered

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

Not offered

NCQA Accredited / Certified

✓

3rd Party Integrations

SmartDollar

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

3rd Party Integrations

Official Resources

Questis

SmartDollar

Media

Questis

SmartDollar

About

Questis

Financially stressed people need more than an article or two to read. They need a real person to guide them... Show More

SmartDollar

Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial... Show More

Founded

Questis

2014

SmartDollar

Established in 1992

Location

Questis

Charleston, SC

SmartDollar

Franklin, TN

Employees

Questis

25

SmartDollar

70

Funding Summary

Questis

12M Venture Round

SmartDollar

None

Website

Reviews

Questis

5.0 (1)

SmartDollar

4.4 (11)

Star Featured Review

Tom Roesler

January 8, 2021
Short of in-person classes, where going through learning as a group, this is a best-in-class product. It allows individuals (or... More
Star Featured Review

Kimberly Earnest

December 9, 2020
Great product. We've been using it for three years and have had a lot of success with our employees making... More
Show All Reviews

×
?

Need Help Choosing?

Our specialists can help prioritize the criteria that matters most and narrow the field.
Setup a Free Consult

×