TL;DR: AI Advisor uses a secure, fine-tuned ensemble of large language models (LLMs) — including Claude Opus, GPT, Gemini, and Perplexity Sonar Pro — to deliver personalized, CFP®-standard financial guidance inside Origin.
Q: What LLMs does the AI Advisor use?
A: AI Advisor runs on a coordinated set of large language models, each chosen for a specific strength — reasoning, retrieval, or real-time grounding. This multi-model system allows Origin to deliver highly accurate, context-aware financial insights.
Q: How is the AI Advisor system built?
A: It’s a heterogeneous ensemble architecture orchestrated by Origin’s private layer, where each model plays a specialized role to ensure speed, accuracy, and data security.
Q: Which models power the AI Advisor?
A:
• Claude Opus (Anthropic): Core reasoning engine for multi-factor financial analysis.
• GPT (OpenAI): Manages tool execution and natural-language orchestration.
• Gemini (Google): Supplies real-time market and macro-economic grounding.
• Perplexity Sonar Pro: Provides Origin-specific knowledge retrieval for contextual answers.
Q: How is the AI Advisor fine-tuned and evaluated?
A: The system is trained on CFP®-level financial frameworks and Origin’s proprietary forecasting data. It consistently scores above 95 % on the Kaplan CFP® exam, ensuring guidance that aligns with professional financial-planning standards.
Q: Why use multiple models instead of one?
A: Combining several specialized models increases precision, adaptability, and context awareness — giving you answers that are both accurate and personalized to your linked accounts and financial goals.
Q: How does AI Advisor protect my privacy?
A: Your data stays inside Origin’s secure environment. Personal financial information is never shared or exposed to public AI systems.
For more detail, see How AI Advisor Works With Your Data.
Last updated: October 2025
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