For Brokers

Employers love us.
Brokers do, too.

Your clients have high expectations. Partner with Origin, the only holistic financial planning benefit that will exceed them.
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Brokers Love Origin

Origin helps brokers create a truly holistic plan for their clients by offering a platform that provides a complete financial health offering to employees.

Complete coverage

No more point solutions. From 1-on-1 financial planning to a dashboard to visualize plans, let Origin power a complete modern approach to financial wellness for your clients.

Linking accounts in Origin

Total rewards

A single place for candidates and employees to understand compensation, stock options, benefits and more.

Person choosing financial goal

A proven platform

Origin delivers industry-leading customer engagement and satisfaction numbers for improved workforce outcomes.

Easy onboarding

Origin's onboarding process is seamless and easy. Deploy it across an organization in an hour. Not weeks.

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