Origin - Financial Planning 1.2.12

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.

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