Questis Partners with MX for Data Aggregation

Through the MX partnership, participants with access to the Questis platform can see all of their finances in one place in a clear, organized, visual manner.

MX, the financial data technology firm, has announced that Questis, a fintech provider of secure financial wellness technology for retirement advisers, has switched to MX for its financial data aggregation needs.

“MX gives our Questis customers a much clearer and more holistic view of their financial health than ever before,” says John Tabb II, co-founder and chief product officer at Questis.

Questis’ tools for retirement advisers allow participants to “build and stick to action-oriented plans personalized just for them.”

“Unlike other vendors, MX offers redundant connections with multiple data providers—which means that alternative connections are available after a connection failure occurs,” Tabb explains. “With MX, account holders do not have to wait for a new connection to be coded. New connections are often made available quickly after MX becomes aware. It’s the speed and coverage of their connections that we’re most excited about.”

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