Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
API Access
Has API
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
Claude for Financial Services
FA Solutions
Fintech Sandbox
Magnifi
Molecule
MoneyGuide
Nitrogen
Pontera
Integrations
AlternativeSoft
Broadridge 15(c) Board Reporting
Claude for Financial Services
FA Solutions
Fintech Sandbox
Magnifi
Molecule
MoneyGuide
Nitrogen
Pontera
Pricing Details
$2.95 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection