Origin

Features

• Net Worth Tracking: Connect all your accounts for a comprehensive and secure overview of your assets and liabilities.
  
• Advanced Budgeting: Easily create and track budgets with custom categories and insights into spending, subscriptions, and cash flow.
  
• Automated Index Investing: Personalize your investment portfolio with AUM fee-free index investments to maximize returns.
  
• AI Financial Assistance: Leverage AI insights and real-time notifications for better money management and planning.
  
• Estate Planning Services: Design basic or comprehensive estate plans to protect your assets for the future.
  

Use Cases:

• Comprehensive Financial Overview: Unite your finances to get a detailed look at your net worth, spending, and investments.
  
• Couples Financial Planning: Collaborate on managing finances with your partner for shared goals and tracking.
  
• Achieving Investment Goals: Utilize thematic stock bundles and high-yield cash accounts to grow your wealth efficiently.
  
• Retirement Planning: Receive expert guidance to plan your dream retirement and secure your future.
  

Origin offers a seamless approach to wealth management by integrating budgeting, investing, and personalized guidance into one platform, making it an essential tool for modern financial planning.