Related Products
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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.
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About
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Healthcare centers interested in a platform that helps with HSA administration
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Audience
Businesses and investors looking for a platform to get insights, time-tested data, research, and investment opportunities
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$2.95 per user per month
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationLively
Founded: 2016
United States
livelyme.com/employers/
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Company InformationMorningstar
Founded: 1984
United States
www.morningstar.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
AlternativeSoft
Not Supported
Broadridge 15(c) Board Reporting
Not Supported
Claude for Financial Services
Not Supported
FA Solutions
Not Supported
Fintech Sandbox
Not Supported
Magnifi
Not Supported
Molecule
Not Supported
MoneyGuide
Not Supported
Nitrogen
Not Supported
Pontera
Not Supported
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Integrations
AlternativeSoft
Supported
Broadridge 15(c) Board Reporting
Supported
Claude for Financial Services
Supported
FA Solutions
Supported
Fintech Sandbox
Supported
Magnifi
Supported
Molecule
Supported
MoneyGuide
Supported
Nitrogen
Supported
Pontera
Supported
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