Origin's All-In-One Financial Platform Launch

Nov 3rd, 2023Product
  • Origin launches its comprehensive financial management platform directly to consumers, expanding beyond its previous employee-focused services.

  • The product offers a variety of financial tools including budgeting, investing, tax filing, AI financial planning, and upcoming estate planning services.

  • 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.

  • The platform aims to simplify financial management and save users from financial mistakes and inefficiencies, potentially reducing costly advisory fees.

  • Accessible Certified Financial Planners (CFP) are available for personalized guidance, with payment on a 'pay as you go' basis.