Origin
The employee financial wellness platform.
Overview
Origin is a financial wellness platform that provides employees with personalized financial planning, money management tools, and access to financial advisors. The platform is designed to help employees reduce financial stress and achieve their financial goals.
✨ Key Features
- Personalized financial planning
- Budgeting and saving tools
- Investment guidance
- Access to certified financial planners (CFPs)
- Student loan and debt management
- Equity and compensation planning
🎯 Key Differentiators
- Personalized financial planning with access to CFPs
- Holistic approach to financial wellness
- User-friendly and engaging platform
Unique Value: Origin helps companies invest in their employees' financial well-being, leading to a more productive, engaged, and loyal workforce.
🎯 Use Cases (3)
✅ Best For
- Helping employees create and stick to a budget
- Providing guidance on investing and retirement planning
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies looking for a platform to administer lifestyle perks or pre-tax benefits
🏆 Alternatives
Origin's combination of technology and human expertise (CFPs) provides a more personalized and impactful financial wellness solution than purely digital alternatives.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All plans tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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