Origin: AI Budget & Track

Imvelaphi yenza kube nzima ukulandelela zonke izimali zakho, udale ibhajethi, ubuze imibuzo ehlakaniphile futhi uqonde imali yakho - uwedwa futhi njengombhangqwana.

Landelela yonke into. Thola isithombe esigcwele sempilo yakho yezezimali.
- Xhuma ngokuphephile wonke ama-akhawunti akho ezezimali ngemizuzwana
- Landelela ukusetshenziswa kwemali, ukuhamba kwemali, nokubhaliselwe
- Yakha izabelomali ze-AI ezihlakaniphile ngokusekelwe emikhubeni yakho
- Bona iphothifoliyo yakho endaweni eyodwa ngokusebenza kwesikhathi sangempela, amabhentshimakhi, namazwana womhlaziyi
- Yabelana nge-akhawunti yakho nozakwenu - ngaphandle kwezindleko ezengeziwe

Buza noma yini. Thola isiqondiso esilungiselelwe kusuka kuMeluleki wakho we-AI.
- Thola Ulwazi Olusheshayo mayelana nendlela osebenzisa ngayo imali kanye neziqondiso zomuntu siqu zokutshala izimali ezivela kuMeluleki wakho we-AI
- Hlala phambili ngezexwayiso zesikhathi sangempela kanye nemali elungiselelwe kanye nezifinyezo zemakethe
- Isibikezelo izenzakalo ezinkulu zempilo njengokuthenga ikhaya noma ukuba nengane
- Qonda ukuthi imali yakho iya kuphi - nokuthi kungani

Khulisa imali yakho. Khulisa futhi uvikele ingcebo yakho ngokuzethemba
- Thola izincomo zokutshala izimali eziqondene nawe ezihambisana nephrofayela yakho engcuphe kanye nemigomo yezezimali
- Tshala imali kumaphothifoliyo enkomba ezenzakalelayo yamahhala ye-AUM
- Zuza okwengeziwe nge-akhawunti yemali enesivuno esikhulu
- Hlola izinqwaba zesitoko ezikhethiwe ezakhiwe ngochwepheshe
- Hlangana no-1:1 nezingcweti ze-CFP®
- Faka izintela zakho futhi udale izinhlelo zezindlu - khona kanye ngaphakathi kohlelo lokusebenza

Azikho izikhangiso. Njalo.
Umsuka uyimfihlo, uvikelekile, futhi uyathobelana ne-SOC-2. Asilokothi sithengise idatha yakho, futhi sibambisene nabahlinzeki abathembekile njenge-Plaid, i-Finicity, ne-MX ukuze uthole uxhumano oluvikelekile.

Ithenjwa ngabakwaForbes, Fast Company, Axios, nokuningi.
Iqanjwe Uhlelo Lokusebenza Lwesabelomali Olungcono Kakhulu ngabakwaForbes (Julayi 2024)

Joyina izinkulungwane ezilawula ezezimali nge-Origin. Yizame mahhala namuhla.

Umshwana wokuzihlangula: Izinsizakalo zokweluleka ngokutshalwa kwezimali zihlinzekwa ngabakwa-Origin Investment Advisory, LLC, umeluleki wokutshalwa kwezimali obhaliswe nge-SEC. Amathuluzi ethu e-AI aletha iseluleko somuntu siqu sokutshala izimali ngaphansi komsebenzi wethu we-fiduciary kanye nokuqondisa kokulawula.