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What is Magnifi?

Investing in advanced technology is now a seamless experience with the launch of seven new Magnifi Managed Portfolios. Notable Wall Street professionals and top financial analysts share their insights on the latest trends found on Magnifi, as well as significant movements in the market at large. By leveraging the world’s pioneering finance marketplace, enhanced by semantic search, users can efficiently find, compare, and make informed investment choices. With Magnifi, the path to smart investing is right at your fingertips. The introduction of these seven novel portfolios empowers users to directly explore a variety of investment opportunities. These portfolios are crafted around Morningstar indexes and utilize thematic strategies designed to provide exposure to specific sectors of innovation reshaping our future. Individual investors can now delve into these thematic strategies and enjoy the benefits of portfolio rebalancing in fields such as big data, robotics, fintech, health tech, and more—all without the necessity for an ETF or mutual fund. Each managed portfolio is meticulously aligned with a Morningstar Index, ensuring a high degree of thematic coherence and integrity for investors. This groundbreaking method opens up new possibilities for individuals wishing to synchronize their investments with the advancements of technology and innovation, creating a more dynamic investment landscape. Additionally, by participating in these portfolios, investors can gain insights into how rapidly evolving sectors can influence their financial future.

What is Lively?

Lively simplifies the management of Health Savings Accounts (HSAs), ultimately providing users with significant savings in both time and money. Acknowledged as a top HSA provider by Morningstar, Lively ensures that you can effortlessly offer an exceptional HSA experience. Our platform is specifically designed to cater to your requirements, featuring a smooth setup for employer-funded accounts, innovative tools, and outstanding customer service for you and your team. In contrast to many of our competitors, Lively does not charge any obligatory monthly maintenance fees to account holders and has a net promoter score that far surpasses the industry standard. Furthermore, we provide access to tailored investment options and allow account holders to start investing without needing a minimum balance, guaranteeing an accessible and user-friendly experience for everyone. With Lively managing your HSA needs, you can dedicate more time to your core business activities and enhance overall productivity. Embrace the ease and efficiency that Lively brings to the world of Health Savings Accounts.

Media

Media

Integrations Supported

Morningstar

Integrations Supported

Morningstar

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$2.95 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Magnifi

Company Location

United States

Company Website

magnifi.com

Company Facts

Organization Name

Lively

Date Founded

2016

Company Location

United States

Company Website

livelyme.com/employers/

Categories and 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

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