Origin: Budget & Track Money 1.46.0

Experience a comprehensive money management solution with Origin. Streamline your budgeting process, receive personalized financial guidance, monitor your spending and investments, and conveniently file your taxes all within the Origin platform. Origin provides robust support to help you navigate your financial endeavors with expert assistance, eliminating the need to tackle money-related queries on your own.

Key Features:

• Spending & Budgeting:
  • Effortlessly monitor expenses, subscriptions, and bills in real-time.
  • Create a tailored budget that suits your financial goals.
  • Effectively manage cash flow and track income and expenditures.
• 1:1 Financial Planning:
  • Connect with a CERTIFIED FINANCIAL PLANNER™ based on your objectives.
  • Schedule live sessions with your dedicated financial planner for expert advice.
  • Receive a personalized plan and monitor progress directly through Origin.
• Tax Filing:
  • File taxes seamlessly within Origin, even handling complex scenarios at no additional cost.
  • Enjoy stress-free tax returns with expert assistance available.
• Holistic Net Worth:
  • Aggregate bank accounts, credit cards, investments, loans, and retirement plans for a complete financial overview within Origin.
  • Track your holistic Net Worth and understand the impact of your assets and liabilities.
  • Receive tailored money suggestions to maximize financial opportunities.
• Investing:
  • Monitor individual stock and portfolio performance for optimized strategies.
  • Invest directly through Origin without worrying about advisory fees affecting returns.
  • Create a customized investment portfolio based on your risk tolerance and time horizon through Origin's intuitive process.
• Sidekick:
  • Access personalized financial guidance from Sidekick, an AI-powered planner available 24/7.
  • Receive expert-backed answers to any financial queries for clarity on your situation.

Security and Compliance:

1. Data Security: All account information is anonymized immediately upon entry. All financial connections adhere to bank-level security standards.
2. Certifications: - SOC2 Type 2 certified - GDPR compliant - IRS compliant for tax products

Terms of use: Origin Terms of Service

Privacy policy: Origin Privacy Policy