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Products May 25, 2018
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.
Reported by John Manganaro
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.”
More information is available at www.mx.com/agg.