We’re excited to announce the launch of AI Advisor, Origin’s breakthrough in personal finance technology — and the industry’s first regulator-ready AI financial advisor.
AI Advisor brings together the expertise of top-tier human financial planners and the speed, accuracy, and personalization of advanced AI. Built directly into the Origin platform, it delivers advisor-grade answers using your actual financial data, in real time.
From Sidekick → AI Advisor: Why We Made the Change
We took everything our members loved about Sidekick — instant guidance, conversational support, and smart financial modeling — and rebuilt it from the ground up to be faster, smarter, and more deeply integrated into your Origin experience.
The new AI Advisor isn’t just a name change. It’s a more advanced tool designed to:
- Understand context from anywhere in the app
- Give faster, more transparent reasoning for its answers
- Understands your profile and your risk tolerance, so you get personalized advice
- Integrate seamlessly into the new global navigation, making it easier to access wherever you are in Origin
Why AI Advisor Is Different
If you’ve searched for financial advice online, you know how vague the answers can be. Generic AI tools like ChatGPT provide broad rules of thumb, but they aren’t built to analyze your unique financial situation. On the other side, human advisors can give personalized guidance — but they’re costly and not always available when you need them.
AI Advisor changes that balance:
- Hyper-personalized guidance – Uses your connected accounts, spending habits, and goals to give advice tailored to you.
- Real-time context – Pulls in live market data and your personal financial picture to enrich recommendations.
- Compliance-first – Every response goes through a rigorous compliance check for accuracy and fiduciary standards.
- Proven expertise – Scored 96.5% on the Certified Financial Planner® exam, outperforming human CFP® averages.
Key Features
AI Advisor Chat
Ask any money question — from “Can I afford this trip?” to “Should I rebalance my portfolio?” — and get plain-English guidance powered by your real financial data.
Instant Insights
Tap the ✦ icon on any chart, graph, or metric to get a personalized breakdown of what’s driving the change. See why your net worth shifted, what’s fueling your spending, or how your savings are trending — instantly.
Conversation History
Revisit and continue conversations without losing context.
- On Desktop: Click “See History” in the upper-left corner of the AI-Command Center.
- On Mobile: Top left of the AI Command Center half-sheet. Look for the lock-reverse icon in the upper-left corner.
Daily Market Briefs
A personalized market pulse delivered in plain English. Stay on top of the day’s most important financial news and what it means for you.
Weekly Recaps
Every Friday, get a snapshot of your money moves — spending, saving, and net worth trends — so you can track progress and spot surprises without digging around manually.
Investment Tracking
See all of your investments in one place. Use Instant Insights to drill deeper into performance, allocations, or trends.
Market Watch
Ask AI about stocks, sectors, earnings, or crypto. Build a watchlist, get AI-powered recaps, and understand how market shifts affect your portfolio.
Forecasting With AI
Model “what if” scenarios instantly through chat — career changes, new expenses, big purchases — and see how they’ll affect your future finances based on your actual data.
Why This Matters
Until now, personalized financial guidance has been either too generic (Google, ChatGPT) or too expensive (human advisors). AI Advisor makes sophisticated financial advice accessible to everyone by combining human-level expertise, advanced AI, and regulatory oversight — all inside your Origin dashboard.
It’s financial planning, reimagined: always available, always personalized, and built to help you make confident decisions about your money.
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