Origin vs AllocateRite Advisor

Track all your finances and create a budget, while your proactive AI Financial Advisor finds new ways to save you money - on your own and as a couple. Track everything. Get a full picture of your financial life. - Securely connect all your financial accounts in seconds - Track spending, cash flow, subscriptions and bills - Build smart AI budgets based on your habits - See your portfolio in one place with real-time performance, benchmarks, and analyst commentary - Share your account with a partner – at no extra cost Ask anything. Get tailored guidance from your AI Advisor. - Get Instant Insights on your spending and personalized investing guidance from your AI Advisor - Stay ahead with real-time alerts and tailored money and market recaps - Forecast major life events like buying a home, having a child or retirement planning - Understand where your money's going – and why Maximize your money. Grow and protect your wealth with confidence - Receive personalized investment recommendations aligned with your risk profile and financial goals - Invest in AUM-fee free automated index portfolios with out all-in-one investing app - Earn more with a high-yield cash account - Explore curated stock bundles built by experts - Meet 1:1 with CFP® professionals for wealth management guidance - File your taxes and create estate plans - right inside the app No ads. Ever. Origin is private, secure, and SOC-2 compliant. We never sell your data, and we partner with trusted providers like Plaid, Finicity, and MX for secure connections. Trusted by Forbes, Fast Company, Axios, and more. Named Best Budgeting App by Forbes (July 2024) Join thousands taking control of their money management with Origin. Try it free today. EULA: https://useorigin.com/legal/terms-conditions Disclaimer: Investment advisory services are provided by Origin Investment Advisory, LLC, an SEC-registered investment adviser. Our AI tools deliver personalized investment advice subject to our fiduciary duty and regulatory oversight.

AllocateRite Advisor Client puts your full financial picture in your pocket. The mobile companion to your AllocateRite Advisor Client account, it connects your investments, your everyday money, and your plan — so you always know where you stand and what comes next, wherever you are. TRACK YOUR PORTFOLIO • See your holdings, asset allocation, and net worth at a glance • Compare your portfolio against the benchmarks you care about • Review your risk profile and future projections UNDERSTAND YOUR MONEY • Securely link your bank, credit, and investment accounts • Follow your cash flow, spending, and subscriptions in one place • Keep track of your assets, liabilities, and progress toward your goals PROPOSALS & DOCUMENTS • Review and sign proposals right from your phone — no printing, no paperwork • Find and store your important documents in one secure place INVEST THE WAY YOU WANT • Set your risk tolerance and preferences through a simple guided setup • Add values-based restrictions and priorities so your portfolio reflects what matters to you Use it alongside AllocateRite Advisor Client on the web — everything stays in sync, so you can pick up right where you left off on any device. AllocateRite Advisor Client is a free companion app designed exclusively for existing clients for AllocateRite Advisor. To get started, simply sign in using the credentials provided by your advisory team. Note: Account access must be provisioned by your professional advisor.