Origin's All-In-One Financial Platform Launch
Nov 3rd, 2023Product
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Origin launches its comprehensive financial management platform directly to consumers, expanding beyond its previous employee-focused services.
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The product offers a variety of financial tools including budgeting, investing, tax filing, AI financial planning, and upcoming estate planning services.
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Origin provides a 3-month free preview for new users and promises a seamless transition for former Mint users with features like importing transactions and custom categories.
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The platform aims to simplify financial management and save users from financial mistakes and inefficiencies, potentially reducing costly advisory fees.
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Accessible Certified Financial Planners (CFP) are available for personalized guidance, with payment on a 'pay as you go' basis.