What is the AI Advisor?

TLDR: AI Advisor is Origin's AI-powered financial guidance experience. It uses your financial information to answer questions, analyze your finances, and proactively identify what may deserve your attention.

What exactly is AI Advisor?

AI Advisor is built directly into Origin and designed to help you understand and improve your financial picture.

You can ask it questions about your money, explore your financial data, model different scenarios, and receive personalized guidance.

But AI Advisor doesn't only respond when you ask a question. It also proactively analyzes your financial picture using expert-built checks to help identify opportunities and areas that may need your attention.

What can AI Advisor do?

• Ask questions about your finances using natural language
• Analyze your spending, saving, investments, and other financial information
• Model “what if” scenarios and major financial decisions
• Build or update your budget
• Receive personalized financial insights and guidance
• View your Financial Health Score
• Review prioritized Actions based on your financial picture

What is my Financial Health Score?

Your Financial Health Score gives you a high-level view of your overall financial health. Origin brings the results of its financial checks together to help show what's working and where you may want to focus next.

What are Actions?

Actions are personalized recommendations surfaced by AI Advisor. They're prioritized to help you understand what may deserve your attention first. Each Action includes additional reasoning explaining what Origin found, why it matters, and what you may want to do next.

Do I still need to ask AI Advisor questions?

No—but you can ask questions anytime. AI Advisor continues to offer conversational financial guidance. Proactive monitoring complements that experience by helping uncover things you may not have thought to ask about yourself.

⚠️ A quick note

AI Advisor is a powerful tool, but it's still AI. While it can help you understand your finances and make more informed decisions, it cannot guarantee financial outcomes. For complex or high-risk financial decisions, consider speaking with a qualified financial professional.  You can read the full disclaimer here.