Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
BrightDime provides all the essential resources your business requires to thrive in the realm of financial wellness today. Financial wellness encompasses making savvy, well-informed financial choices and fostering a sense of assurance in those decisions. It is about taking small yet significant steps now to enhance future financial security. By improving spending habits, establishing budgets, and addressing debt reduction, individuals can take control of their finances. Monitor various financial elements like 401k, HSA/FSA, bank accounts, mortgages, and brokerage accounts to maintain a comprehensive overview. Goal setting and progress tracking are vital for advancing towards financial stability. A customized and straightforward understanding fosters confidence and promotes smarter financial choices. Personalized educational resources treat each person as unique, delivering relevant information at the most critical moments. Grasp essential financial concepts by recognizing their effects on your overall financial landscape. Alleviate stress by simplifying complex financial terminology, allowing you to discern what truly matters. Furthermore, unbiased coaching and consulting services are available to alleviate financial anxiety and offer valuable guidance, empowering individuals to take charge of their financial futures with confidence.
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.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BrightDime
Founded
2014
Country
United States
Website
www.brightdime.com
Vendor Details
Company Name
Questis
Founded
2013
Country
United States
Website
www.questis.co
Product Features
Product Features
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
Employee Engagement
Benchmarking
Yes
Cultural Alignment
Yes
Employee Awards
Yes
Employee Guides
No
Employee Recognition
Yes
Feedback Management
No
Goal Management
Yes
Health & Wellness Programs
Yes
Performance Management
Yes
Pulse Surveys
Yes
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No