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About

Lively simplifies HSA administration and saves you time and money. A top-rated HSA by Morningstar, Lively makes it easy for you to offer a best-in-class HSA. Our platform is designed with you in mind: From setting up employer-funded accounts, to innovative features and unparalleled customer support for you and your employees. Lively does not charge account holders any mandatory monthly maintenance fees, offers unparalleled customer support, and has a net promoter score more than double the industry average. We provide access to personalized investment solutions and provide account holders the option to start investing without maintaining a minimum balance.

About

Now you can easily invest in emerging technology with seven new Magnifi Managed Portfolios. Wall Street luminaries and top financial advisors share insights on topics trending on Magnifi and the world around us. Find, compare and invest using the world’s first semantic search-powered marketplace for finance. Put intelligent investing in the palm of your hand. Magnifi is bringing seven new innovation portfolios directly to you. These managed portfolios are based on indexes by Morningstar, using thematic strategies that seek to capture exposure to specific innovation themes changing the world around us. Individual investors will now be able to access thematic strategies with portfolio rebalancing oversight to invest in areas such as big data, robotics, fintech, health tech, and others without an ETF or mutual fund wrapper. Each managed portfolio tracks a Morningstar Index with the objective of delivering a high degree of thematic purity.

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Healthcare centers interested in a platform that helps with HSA administration

Audience

Investors and anyone in need of a finance marketplace solution to find, compare and invest on digital assets

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$2.95 per user per month
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Lively
Founded: 2016
United States
livelyme.com/employers/

Company Information

Magnifi
United States
magnifi.com

Alternatives

Alternatives

Categories

Healthcare Supported

Categories

Integrations

Morningstar Not Supported

Integrations

Morningstar Supported
Claim Lively and update features and information
Claim Lively and update features and information
Claim Magnifi and update features and information
Claim Magnifi and update features and information