Origin
A comprehensive financial management resource for individuals.
Origin is a financial management resource designed to track spending, investments, and provide advice in one place. Users can easily connect their bank accounts to get an overview of net worth and spending patterns.
This allows for organized household budgeting and informed investment decisions. With features for retirement planning and accessing expert financial guidance, managing money becomes straightforward. Users can automate tax filing and create estate planning documents, making financial tasks more efficient.
By monitoring investments in real-time, users can make timely decisions and set achievable savings goals without unnecessary stress.
- Track monthly budgets easily
- Manage household expenses efficiently
- Plan for retirement confidently
- Invest in diversified stock portfolios
- Get personalized financial advice
- Monitor investments in real-time
- Create estate planning documents
- Automate tax filing processes
- Set and achieve savings goals
- Analyze spending habits effectively
- User-friendly interface
- Comprehensive financial tracking
- Access to expert financial planners
- Automated investment options
- Estate planning features
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Product info
- About pricing: Free + from $12.99/m
- Main task: 💵 Financial management
- More Tasks
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Target Audience
Individual users Couples Young professionals Small business owners Families planning for the future