Compare Canopy vs Lively HSA vs Moroku

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Crozscore:

68%
what is this?
60%
25%
interest rising

Crozscore:

76%
what is this?
35%
no significant changes

Crozscore:

55%
what is this?
33%
interest falling
Canopy screenshot view 2 more Lively HSA screenshot Moroku screenshot

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

Lively is a Health Savings Account (HSA) platform for employers and individuals. A 401(k) for healthcare. We created a beautifully designed software with a simple and intuitive user experience to help you get the most out of your HSA. Lively HSAs works alongside high deductible health plans to make healthcare easier for everyone.

Lively provides employers and employees a paperless and digital way to manage their health savings account this includes simple easy sign up (less than 5 minutes), payroll syncing, and transparent pricing.

Lively is not a bank but has all of the benefits of one.

Software Description:

Moroku GameSystem helps banks build digital banking and wealth management solutions that are relevant and take customers on a journey of building financial muscle, teaching them through repetition the skills to pay off debt and save, rewarding them for saving not spending, to learn that it is good!

This is a new operating model for banks. Today the majority of banks are heavily reliant on their mortgage businesses. Under this paradigm, large sales and marketing teams are focused on mortgage deals i.e product focused. Under the Moroku model, banks become customer success focused, motivated not just on acquiring a mortgage but most importantly upon helping their customers in paying it off and succeeding.

Under this model the bank builds a sustainable portfolio of customers who are building financial skills, become better, stronger customers financially, better positioned to take on more complex products, such as wealth management and investments and are a lot more likely to promote the bank to their friends and family.

Moroku GameSystem is a complete set of technologies for the deployment and operation of the next generation of mobile banking and wealth management applications that employ motivational theory to build financial muscle and literacy.

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • Batch Permissions & Access
  • Forecasting
  • Employee Database
  • Data Import
  • Organization Management
  • Multi-User
  • Customer Management
  • Scheduling
  • Dashboard
  • API

Features:

  • Dashboard
  • Customer Management
  • External Integrations
  • Notifications
  • API
  • Multi-User

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

  • Financial Servcies Gamification Platform

Small

$3.89
1 user(s) / year
Included in plan:
  • Startup Chore Scout package includes 5000 free players

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes it does.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes - core banking systems.

  • Does this service offer an API?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • Core banking systems.

  • What platforms does this service support?
  • All internet facing applications.

  • What is this service generally used for?
  • Making banking fun.

  • Who are the main user groups of this service?
  • Banks looking to engage customers.

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Lively HSA
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
United States

Other:

Who uses Moroku
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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