Origin - Financial Planning 1.2.12

Origin - Financial Planning 1.2.12

Origin Financial  ❘ Freeware
iOS
out of 46 votes
Latest Version
1.2.12
Safe to install
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

Overview

Origin - Financial Planning is a Freeware software in the category Business developed by Origin Financial.

The latest version of Origin - Financial Planning is 1.2.12, released on 03/03/2024. It was initially added to our database on 03/03/2024.

Origin - Financial Planning runs on the following operating systems: iOS.

Users of Origin - Financial Planning gave it a rating of 4 out of 5 stars.

Pros

  • User-friendly interface that simplifies financial planning tasks.
  • Comprehensive tools for budgeting, investing, and retirement planning.
  • Integration with various financial institutions for real-time tracking.
  • Robust security features to protect sensitive financial data.
  • Excellent customer support and resources for user education.

Cons

  • Limited functionalities in the free version compared to paid plans.
  • May require additional fees for premium features.
  • Complexity increases as more advanced financial scenarios are added.
  • Some users report occasional bugs and glitches in the software.
  • Requires regular updates to stay compliant with evolving financial regulations.

Screenshots (Click to view larger)

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