Origin - Financial Planning 1.2.12

Origin - Financial Planning 1.2.12

Origin Financial – Freeware – iOS
46
最新版本
1.2.12
安全安裝
image/svg+xml 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

概述

Origin - Financial Planning 是在由Origin Financial開發類別 Business Freeware 軟體。

最新版本是 Origin - Financial Planning 的 1.2.12 2024/03/03 上釋放。 它最初被添加到我們的資料庫 2024/03/03 上。

Origin - Financial Planning 在下列作業系統上運行: iOS。

使用者 Origin - Financial Planning 4 個 5 星的評分,給了它。

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