Origin - Financial Planning 1.2.12

Origin Financial – Freeware – iOS
46 oy

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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>

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1.2.12

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