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Origin

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Introduction

The all-in-one money management platform for financial growth and success.

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Origin Product Information

Origin – Budget, Track Spend, Invest, and Get Advice is a comprehensive financial toolkit that combines spend tracking, budgeting, investing, estate planning, and personalized guidance into one online service. It aims to help users unite their finances, monitor net worth, optimize cash flow, grow wealth, and plan for future milestones with the support of AI insights and Certified Financial Planners®. The platform emphasizes ease of use, real-time insights, and a holistic view of your financial life, all in one subscription.

How Origin Works

  • Connect all financial accounts to get a complete, secure overview of assets and liabilities.
  • Track spending, subscriptions, and cash flow in one place.
  • Create budgets in one click, customize categories, and monitor progress throughout the month.
  • Access automated, AI-powered spending insights and real-time notifications.
  • Invest with a suite of tools including high-yield cash accounts, automated index investing, and themed stock bundles.
  • Get personalized wealth guidance from AI plus human Certified Financial Planners®.
  • Plan for estate needs with a range of will and trust options.
  • All-in-one platform designed to simplify money management for individuals and couples.

How to Use Origin

  1. Sign up and connect accounts. Create an account and securely connect bank, brokerage, mortgage, and other financial accounts.
  2. See your financial picture. View your net worth, assets, and liabilities in a unified dashboard.
  3. Track spending. Review transactions, identify subscriptions, and monitor cash flow.
  4. Budget with one click. Create a budget, customize categories, and track progress across the month.
  5. Invest and grow. Use investing tools (high-yield cash account, index investing, stock bundles) to build wealth.
  6. Get advice. Leverage AI-driven insights and access Certified Financial Planners® for tailored guidance.
  7. Plan your estate. Create basic or full wills and trusts to protect assets for loved ones.

Pricing: Try Origin for free, then $12.99/month or $99/year. Some features (like advanced cash management and AI/advisor services) may have tiered access.

Core Features

  • All-in-one financial platform (spending, budgeting, investing, estate planning, and guidance)
  • Account aggregation: securely connect multiple financial accounts for a unified view
  • Spend tracking: monitor transactions, subscriptions, and cash flow
  • Budgeting: one-click budgets with customizable categories
  • AI-powered insights: automated spending analysis and real-time alerts
  • Investing tools: high-yield cash account, automated index investing, and stock bundles
  • AI + CFP guidance: real-time AI insights plus access to Certified Financial Planners®
  • Estate planning: basic to full will options and trust services
  • Family/partners support: shared access for couples with joint visibility at no extra cost
  • Educational resources and actionable recommendations for money milestones
  • Transparent pricing and disclosures with ongoing product updates

How It Works

  • Connect your financial accounts to generate a complete net worth picture.
  • The platform consolidates spending, investments, real estate, and more into one dashboard.
  • Use AI-powered insights to automatically identify spending patterns, budget opportunities, and optimization ideas.
  • Access investment options and estate planning tools to grow and protect wealth.
  • Certified Financial Planners® provide personalized guidance to complement AI insights.

Safety, Security, and Considerations

  • Origin emphasizes data security and regulatory compliance; users should review terms and consent to data connections.
  • This service offers financial planning assistance and does not replace professional legal or tax advice for complex situations.

What Users Say

  • A consolidated platform that combines budgeting, investing, and planning into one experience.
  • Helpful for couples who want to manage finances jointly with transparency.
  • Real-time insights and CFP guidance add value beyond standard budgeting apps.

Additional Details

  • The Cash Management Account and investing features are described with APY details and terms that may change.
  • The platform is positioned as a holistic personal finance solution with a focus on empowerment through data-driven decisions.

Features Summary

  • Unified financial dashboard
  • Account aggregation and net worth tracking
  • Spending and subscription tracking
  • One-click budgeting with customizable categories
  • AI-powered spending insights and real-time notifications
  • Investment tools (high-yield cash, automated index investing, stock bundles)
  • AI plus Certified Financial Planner® guidance
  • Estate planning tools (will and trust options)
  • Family/couples financial management
  • Transparent pricing and ongoing product updates