Compare Formula Stocks vs Lively HSA vs Katipult

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About Formula Stocks

Formula Stocks is a service, which gives you access to high quality stock recommendations. Use these in your own account. Or mirror our model portfolio, which have outperformed the S&P 500 88% of the time.

Historically, 89-92% of all our recommendations have been successful. If you had bought random high-quality stocks, only approx. 59% of these would have earned a positive return. A staggering difference.

We specialize in high-probability investments – a high probability of long-term gain combined with a low probability of loss. We prefer to buy good businesses at fair prices with a margin of safety, shielding us from some downside, while enjoying the upside of owning businesses that earn a meaningful return on capital.

Our recommendations and model portfolio are based on timeless and proven investment principles, mathematical probabilities and sound logic. They are scientifically quantifiable, which means that every principle used can be proven to work using the scientific method.

About Lively HSA

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.

About Katipult

Katipult allows companies to design, setup, and manage an investment crowdfunding platform across multiple distribution channels including web, mobile, and social media.

Grow Your investor Network
Effectively market your deals to your network of accredited or retail investors. Allow investors to follow and monitor the progress of investments in an easily accessible, centralized platform.

Efficiently Manage Your Investors
End-to-end process automation for all aspects of investor relations. Stop using spreadsheets and email as your primary organizational tools for investor management.

Streamline Your Deal Flow Administration
Back Office tools that enable you to spend less time and money on administration while remaining fully compliant with jurisdictional securities regulation.

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe

Features

  • API
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • File Sharing
  • File Transfer
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Supplier Management
  • Organization Management
  • Athlete Management

Features

  • API
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Multi-User
  • Notifications
  • Scheduling
  • Organization Management

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Pricing

Standard

Free
Included in plan:
  • Digital Signatures
  • Earnings and Repayments
  • Investment CRM

FAQs

    What are some applications this service is commonly used in tandem with?
  • Brokers

  • Does this service offer guides, tutorials and or customer support?
  • Customer support 7 days a week.

  • Who are the main user groups of this service?
  • Anyone interested in investing with above-average returns and lower risk.

  • What is this service generally used for?
  • Bettering investment performance

FAQs

    No FAQs associated with this application.

FAQs

    No FAQs associated with this application.

Vendor Information

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

Vendor Information

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

Vendor Information

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

Other

Who uses Formula Stocks
  • Personal
  • Startups
  • SMEs
  • Agencies
  • 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 Katipult
  • SMEs
Languages:
English, Chinese, Spanish, French, German, Arabic, Indonesian, Thai
Regional Restrictions:
No restrictions.
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