Origin - Financial Planning 1.2.12

Origin Financial – Freeware – iOS
de votos 46

Última versión
1.2.12 Seguro para instalar

Esto no es una forma de descarga!

La base de datos del programa UpdateStar es mantenida por los usuarios y para los usuarios.
Con su apoyo, usted puede ayudar a todos los demás usuarios a mantener su software actualizado. Rellene cualquier campo que sea incorrecto o no actualizado. Comprobaremos y evaluaremos su contribución tan pronto como sea posible.
¡Gracias por apoyar a UpdateStar!

Título:

Categoría:

Requisitos:

Android

iOS

Windows

Mac

Linux

Licencia:

Editorial:

Editorial URL:

Descripción:

Automate your budgeting, receive personalized financial guidance from certified experts, monitor your spending and investments, and manage your taxes seamlessly with Origin. Serving as a comprehensive money management platform, Origin offers valuable support to address your financial concerns collaboratively.

Spending & Budgeting:
<ul>
<li>Efficiently monitor your expenses, subscriptions, and bills in real-time.</li>
<li>Create a tailored budget that aligns with your financial goals.</li>
<li>Easily track cash flow and analyze incoming and outgoing funds.</li>
</ul>

1:1 Financial Planning:
<ul>
<li>Connect with a CERTIFIED FINANCIAL PLANNER™ professional tailored to your objectives.</li>
<li>Schedule live sessions with your dedicated financial advisor for expert insights.</li>
<li>Receive a detailed financial plan and monitor your progress directly on Origin.</li>
</ul>

Tax Filing:
<ul>
<li>Effortlessly file your taxes within Origin, handling intricate tax situations at no additional charge.</li>
<li>Streamline the tax season process with straightforward returns and expert tax guidance.</li>
</ul>

Holistic Net Worth:
<ul>
<li>Centralize your financial information, including bank accounts, credit cards, investments, loans, and retirement plans in one accessible location on Origin.</li>
<li>Track your comprehensive net worth incorporating assets and liabilities analysis.</li>
<li>Receive personalized financial recommendations to optimize your financial standing effectively.</li>
</ul>

Investing:
<ul>
<li>Monitor individual stock and portfolio performance to enhance your investment strategy.</li>
<li>Diversified investing options within Origin without additional advisory fees impacting returns.</li>
<li>Answer tailored questions for Origin to generate a customized investment portfolio based on your risk tolerance and goals.</li>
</ul>

Sidekick:
<ul>
<li>Leverage expert guidance from Sidekick, an AI-powered assistant available 24/7 for personalized financial advice.</li>
<li>Pose any finance-related inquiries to gain clarity on various topics with well-researched responses.</li>
</ul>

Equity:
<ul>
<li>Easily monitor private or public equity compensation details within Origin.</li>
<li>Access an overview of your estimated net value, vested and unvested shares, and projected value over time.</li>
</ul>

Manage Your Money as a Couple:
<ul>
<li>Collaborate with your partner on financial matters by inviting them to join Origin at no extra cost.</li>
<li>Synchronize all accounts to efficiently manage joint finances, including tracking household spending, net worth, investing jointly, and filing taxes together.</li>
</ul>

Safe, Strong, and Secure:

<ul>All account data anonymized immediately for enhanced privacy protection.</li>
<li>Financial account connections are secured with bank-level encryption.</li>
<li>SOC2 Type 2 certification for data security standards.</li>
<li>Compliance with GDPR regulations and IRS tax guidelines for enhanced protection and confidentiality of member data.</li>
</ul>

<a href="https://app.useorigin.com/global-assets/docs/origin_terms_of_service.pdf">Terms of Use</a>
<a href="https://www.useorigin.com/privacy-policy">Privacy Policy</a>

Etiquetas:

Breve descripción:

Versión instalada desconocido?

Versión actual:

Descarga URL:

Descarga directa URL:

Compre URL:

Icono URL:

Captura de pantalla 1 URL:

Captura de pantalla 2 URL:

Captura de pantalla 3 URL:

Captura de pantalla 4 URL:

PAD file URL:

Comentario:

Su e-mail:

Newsletter:

Por favor, introduzca su dirección de e-mail si quiere que nos pongamos en contacto en caso de tener cuestiones relativas a su contribución. Nosotros nunca revelaremos su dirección de correo electrónico a terceros.

Imágenes (click para ampliar)

Productos relacionados

Aura: Security & Protection

Aura offers a comprehensive digital safety solution to protect users from identity theft, financial fraud, and online threats.

OneEleven Financial Wellness

We offer a comprehensive financial solution that combines technology, financial education, and personalized virtual coaching.

QuickBooks Money

QuickBooks Money: A Professional Review QuickBooks Money is a valuable tool for small businesses and freelancers, offering a range of features to effectively manage business finances.

Roll by ADP – Easy Payroll App

Introducing Roll by ADP, a cutting-edge payroll management solution that revolutionizes the way you handle payroll. With Roll, you can effortlessly manage your payroll in just a few simple steps.

Tactic: Office Management

Our software focuses on enhancing operational efficiency by providing tools for desk, meeting room, and parking space reservations.

Últimas actualizaciones

Última versión
1.2.12

Descargas seguros y gratuitas controladas por UpdateStar

Manténgase al día
con UpdateStar freeware.

Últimas noticias

Últimas reseñas

	Webroot Spy Sweeper Webroot Spy Sweeper: Una poderosa defensa contra el malware
	Shredder Classic Shredder Classic: El motor de ajedrez definitivo para principiantes y profesionales por igual
	Exact Audio Copy Conserva la calidad de tu colección de música con Exact Audio Copy.
	OfficeMDI Tabs Transforme la productividad de su oficina con las pestañas de OfficeMDI
	Stellar Phoenix Photo Recovery Recuperación de fotos sin esfuerzo con Stellar Phoenix Photo Recovery
	ABCpdf ASP Cree y manipule archivos PDF sin esfuerzo con ABCpdf ASP

Las descargas más populares

	UpdateStar Premium Edition ¡Mantener su software actualizado nunca ha sido tan fácil con UpdateStar Premium Edition!
	Microsoft Visual C++ 2015 Redistributable Package ¡Aumente el rendimiento de su sistema con el paquete redistribuible de Microsoft Visual C++ 2015!
	Microsoft Edge Un nuevo estándar en la navegación web
	Google Chrome Navegador web rápido y versátil
	Microsoft Visual C++ 2010 Redistributable Componente esencial para ejecutar aplicaciones de Visual C++
	Microsoft Update Health Tools Herramientas de estado de Microsoft Update: ¡asegúrese de que su sistema esté siempre actualizado!