Origin - Financial Planning 1.2.12

Origin - Financial Planning 1.2.12

Origin Financial  ❘ Logiciel gratuit
iOS
hors 46 votes
Dernière version
1.2.12
Coffre-fort à installer
VERY GOOD User Rating

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:

  • Efficiently monitor your expenses, subscriptions, and bills in real-time.
  • Create a tailored budget that aligns with your financial goals.
  • Easily track cash flow and analyze incoming and outgoing funds.

1:1 Financial Planning:

  • Connect with a CERTIFIED FINANCIAL PLANNER™ professional tailored to your objectives.
  • Schedule live sessions with your dedicated financial advisor for expert insights.
  • Receive a detailed financial plan and monitor your progress directly on Origin.

Tax Filing:

  • Effortlessly file your taxes within Origin, handling intricate tax situations at no additional charge.
  • Streamline the tax season process with straightforward returns and expert tax guidance.

Holistic Net Worth:

  • Centralize your financial information, including bank accounts, credit cards, investments, loans, and retirement plans in one accessible location on Origin.
  • Track your comprehensive net worth incorporating assets and liabilities analysis.
  • Receive personalized financial recommendations to optimize your financial standing effectively.

Investing:

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

Sidekick:

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

Equity:

  • Easily monitor private or public equity compensation details within Origin.
  • Access an overview of your estimated net value, vested and unvested shares, and projected value over time.

Manage Your Money as a Couple:

  • Collaborate with your partner on financial matters by inviting them to join Origin at no extra cost.
  • Synchronize all accounts to efficiently manage joint finances, including tracking household spending, net worth, investing jointly, and filing taxes together.

Safe, Strong, and Secure:

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

Terms of Use

Privacy Policy

Vue d'ensemble

Origin - Financial Planning est un logiciel de Logiciel gratuit dans la catégorie Affaires développé par Origin Financial.

La dernière version de Origin - Financial Planning est 1.2.12, publié sur 03/03/2024. Au départ, il a été ajouté à notre base de données sur 03/03/2024.

Origin - Financial Planning s’exécute sur les systèmes d’exploitation suivants : iOS.

Utilisateurs de Origin - Financial Planning a donné une cote de 4 étoiles sur 5.

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