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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

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.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Healthcare centers interested in a platform that helps with HSA administration

Audience

Businesses and investors looking for a platform to get insights, time-tested data, research, and investment opportunities

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 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 Not Supported

Company Information

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

Company Information

Morningstar
Founded: 1984
United States
www.morningstar.com

Alternatives

Alternatives

Atom

Atom

Atom Finance

Categories

Healthcare Supported

Categories

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
RightCapital Not Supported
SmartOffice Not Supported
Wealth-Lab Not Supported
bitsCrunch Not Supported
cXchange Not Supported

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
RightCapital Supported
SmartOffice Supported
Wealth-Lab Supported
bitsCrunch Supported
cXchange Supported
Claim Lively and update features and information
Claim Lively and update features and information
Claim Morningstar and update features and information
Claim Morningstar and update features and information