Introducing AI Advisor - Your Personal Financial Guide

Your AI Advisor just got more proactive.

Until now, AI Advisor could answer questions about your money, help you understand your finances, and model financial decisions using your actual financial data.

Now, it can help identify what you should be thinking about before you even know to ask.

Origin's proactive AI Advisor analyzes your financial picture, performs dozens of expert-built checks, and surfaces personalized guidance about what may deserve your attention.

We analyze your financial picture

Your finances have a lot of moving pieces. AI Advisor brings together the financial information available in Origin to understand your overall financial picture.

It performs dozens of expert-built checks across areas including spending, cash flow, savings, investments, retirement, credit, protection, housing, education, estate planning, and more.

We find opportunities

Those checks help Origin uncover ways you may be able to save, earn, or optimize your money—as well as areas of your financial life that may need your attention.

You don't have to know exactly what to look for or what question to ask first.

We prioritize what matters

Your financial checks roll up into a Financial Health Score, giving you a high-level view of what's working and where you may want to focus.

Origin also prioritizes personalized Actions based on your financial picture.

We tell you what to do next

When AI Advisor identifies something worth your attention, it can surface an Action with additional reasoning.

Open an Action to understand what Origin found, why it matters, and what you may want to do next.

And you can still ask anything

Proactive advice doesn't replace the AI Advisor you already know.

You can still ask questions about your money, analyze spending and investments, model financial scenarios, build or update a budget, and explore your financial data using natural language.

Now, AI Advisor can help with both sides of the equation: answering the questions you have and identifying the questions you may not have thought to ask.

The result is financial guidance that's always available, personalized to your financial picture, and designed to help you understand what matters most.