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features
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support

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Write a Review

Description

Lively streamlines the management of Health Savings Accounts (HSAs), ultimately saving both time and money for users. Recognized as a leading HSA provider by Morningstar, Lively enables you to deliver a top-tier HSA experience effortlessly. Our platform is tailored to meet your needs, offering seamless setup for employer-funded accounts, cutting-edge features, and exceptional customer support for both you and your staff. Unlike many competitors, Lively does not impose any mandatory monthly maintenance fees on account holders and boasts a net promoter score that significantly exceeds the industry average. Additionally, we grant access to customized investment opportunities and allow account holders the flexibility to begin investing without the requirement of a minimum balance, ensuring an accessible and user-friendly experience for all. With Lively, you can focus more on your core business while we take care of your HSA needs.

Description

Unlock fresh possibilities, steer through market fluctuations, and provide outstanding client experiences with Morningstar's capabilities at your disposal. Enhance client interaction by utilizing the premier source for comprehensive investment insights. Facilitate informed investment evaluations and convey findings effectively through versatile technology infused with Morningstar's investment knowledge. Address investors' needs with specially designed portfolios and indices that embody a long-term vision. In an era where evolving consumer expectations and enhanced experiences are central to business strategies, Morningstar empowers you to achieve personalized solutions on a large scale. Uncover new goals for your practice through creative strategies to attract new clients, increase engagement with current clients, and optimize the lifetime value of customers. Utilize Morningstar to gain a strategic edge over competitors and construct investments, analytic tools, and compelling narratives grounded in top-tier investment data. By leveraging these resources, you can foster stronger client relationships and ensure sustained growth for your practice.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AlternativeSoft No 
Broadridge 15(c) Board Reporting No 
Claude for Financial Services No 
FA Solutions No 
Fintech Sandbox No 
Magnifi No 
Molecule No 
MoneyGuide No 
Nitrogen No 
Pontera No 
RightCapital No 
SmartOffice No 
Wealth-Lab No 
bitsCrunch No 
cXchange No 

Integrations

AlternativeSoft Yes 
Broadridge 15(c) Board Reporting Yes 
Claude for Financial Services Yes 
FA Solutions Yes 
Fintech Sandbox Yes 
Magnifi Yes 
Molecule Yes 
MoneyGuide Yes 
Nitrogen Yes 
Pontera Yes 
RightCapital Yes 
SmartOffice Yes 
Wealth-Lab Yes 
bitsCrunch Yes 
cXchange Yes 

Pricing Details

$2.95 per user per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Lively

Founded

2016

Country

United States

Website

livelyme.com/employers/

Vendor Details

Company Name

Morningstar

Founded

1984

Country

United States

Website

www.morningstar.com

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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Alternatives

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