Origin is a holistic financial management platform designed to streamline the complexities of personal finance. By consolidating various financial tools into one user-friendly interface, Origin enables you to monitor your net worth, track spending, and manage investments seamlessly.
The platform’s budgeting features allow for effortless creation and monitoring of budgets, providing insights into spending habits and cash flow.
Beyond tracking, Origin offers a suite of investment options, including a high-yield cash account and automated index investing, helping you grow your wealth effectively. The platform’s AI-powered assistant, Sidekick, provides real-time financial insights and personalized guidance, ensuring you make informed decisions.
With Origin, estate planning becomes straightforward, allowing you to protect your assets and plan for the future with confidence.