Origin offers AI Financial Advisor
Product
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
- Currently Offered
Origin's consumer app provides AI budgeting, guidance, and financial health tracking.
The Origin app connects a member's financial accounts and builds a personalized budget while monitoring spending, subscriptions, and investments. A proactive AI financial advisor surfaces savings actions, and a Financial Health Score tracks progress toward each member's goals.
Origin distributes the product through direct consumer memberships and employer financial wellness programs. Members can also file taxes and share the app with a partner under the same membership.
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Genius is Albert's AI personal financial assistant for budgeting, saving, and investing.
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PocketSmith's calendar-based app plans budgets and forecasts cash flow years ahead.
Finary's cashflow tool tracks household budgets inside its wealth platform.
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An Egyptian employee financial wellness platform offering salary access, instant bill payments, savings, gold investment, and money transfers.
Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.
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Global neobank and digital finance app offering accounts, cards, payments, savings, investing and business banking.
Magnifi connects retail accounts and delivers AI-powered portfolio analysis, scoring, and 24/7 chat advisory.
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MoneyGuidePro is Envestnet's goals-based financial planning software for advisors, used by over 40 percent of US financial planners.
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Cotribute AI Growth Agents surface acquisition, cross-sell, and retention actions for credit unions and banks.
Transaction analytics that give banks wallet-share, spend, and next-best-action insights on business customers.