Compare Zimple vs Lively HSA vs Canopy

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Crozscore:

65%
what is this?
33%
interest falling

Crozscore:

76%
what is this?
36%

Crozscore:

70%
what is this?
60%
25%
no significant changes
Zimple screenshot Lively HSA screenshot Canopy screenshot view 2 more

Software Description:

ZimpleMoney is a Cloud solution for private and regulated lenders. It automates the loan accounting and payment processing associated with financial contracts including loans, recurring payments, leases, and indirect loan purchases by financial institutions.

Consumers use it to track and process family and friend loans. Businesses use it to manage extended payments and track loans to their customers. Credit Unions and banks provide it a service to their members and customers.

For the Enterprise it is configurable for multiple branch locations with rules and authorities.

For the 3rd Party administrator you can manage on behalf of all contract parties.

This very flexible tool is based on a single use basis or subscriptions with volume pricing discounts.

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:

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.

Features:

  • File Sharing
  • Scheduling
  • Calendar Management
  • Dashboard
  • Customer Management
  • API
  • Data Import
  • Data Export
  • Multi-User
  • Notifications
  • 2-Factor Authentication

Features:

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

Features:

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

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Essential

Free
Included in plan:
  • Free Access for One Year one Basic Contract

Friends and Family

$27.00
1 user(s) / year
Included in plan:
  • Discounted Premium Contract Set-up Fees

Rich Uncle

$49.00
1 user(s) / year
Included in plan:
  • Additional Discounted Premium Contract Set-up

ZimplePLUS

$20.00
1 user(s) / month
Included in plan:
  • Greater Discounts for Premium Contract Support

ZimplePRO

$35.00
1 user(s) / month
Included in plan:
  • All the Above
  • Requires ACH Merchant Approval

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • There are guides and free & paid customer support.

  • Who are the main user groups of this service?
  • Lenders and borrowers managing loan contracts they make or are a party to.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. At all service levels of the offering provides for multiple users accessing the accounts. Consumer, SMB, 3rd Party Administrators and Enterprise User.

  • What are some applications this service is commonly used in tandem with?
  • Often users manage their GL with other applications and supplement it with ZimpleMoney.

  • What platforms does this service support?
  • The application is mobile enabled and usable from any smart phone.

  • Does this service offer an API?
  • Yes, contact us.

  • What is this service generally used for?
  • Loan accounting and payment automation.

FAQs:

    No FAQs associated with this application.

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.

Publisher:

Founded:
-
Based in:
Bainbridge Island
Employees:
2-10
Likes:
Followers:

Publisher:

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

Publisher:

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

Other:

Who uses Zimple
  • Personal
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
Payments services only work in USA. Loan Accounting anywhere.

Other:

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

Other:

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