Announcement
August 1, 2020

Origin 2.0 is here

man talking to advisor

This past February, we launched the first version of our employee financial planning tool with the goal of arming employees everywhere with the tools they need to help them reach their short and long-term financial goals. Despite the bare bones nature of this product, we have received amazing feedback both in terms of the value that we are currently providing to our customers and product enhancements that we can make to dramatically increase the value that Origin provides over time. With an average user rating of 9.2 out of 10, we feel like we're on the right track.

Since February, we have been working very hard on a new and improved version of our product and we are incredibly excited to announce that Origin 2.0 is now live! In addition to unlimited access to free financial planning with a Certified Financial Planner, we have added a number of new features that help you go from plan to action, all within the Origin application. In the Origin app you can now:

View your personalized financial plan directly in the app and take action on your recommendation

Create and automatically contribute towards savings goals with an Origin Deposit Account

View student loan repayment options and enroll in a plan that fits your needs

In addition to these features that are now live, we will also be releasing more functionality over the next few weeks, including:

  • The ability to automatically connect all of your financial accounts to Origin so you can see your full financial picture
  • Better support for partners so that you and your partner can manage your finances together, all in one place

We are incredibly excited to bring these features to market and to continue making strides towards our vision of helping people chart the path towards their best financial future. This is only the beginning and we're working hard to add additional functionality to the app over the next few quarters including net worth management, spending & saving insights, better in-app communication with your advisor and much more.

If you have any feedback about how we can make Origin a more valuable tool for you or your organization, please don't hesitate to reach out directly to feedback@useorigin.com.

David St. Geme
VP of Product Management