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Ultimate gestion de patrimonio Solutions for Everyone

Discover all-in-one gestion de patrimonio tools that adapt to your needs. Reach new heights of productivity with ease.

gestion de patrimonio

  • Origin

    Comprehensive money management for tracking, saving, investing, and managing finances.
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    What is Origin?
    Origin is a holistic financial management platform that brings together key financial activities, including income tracking, net worth calculation, spending monitoring, investment management, and tax filing. It enables users to receive real-time financial guidance from expert financial planners and AI-powered tools. Origin aims to simplify the complex world of personal finance, making it easy to understand, manage, and grow one's financial health.
    Origin Core Features
    • Income and expense tracking
    • Net worth calculation
    • Spending monitoring
    • Investment management
    • Tax filing
    • Financial planning tools
    • AI-powered financial guidance
    Origin Pro & Cons

    The Cons

    Not an open-source platform, limiting transparency and community development.
    Investment risks remain as with all financial products, with no guaranteed returns.
    No direct mentions of Chrome extension, Discord, or Telegram presence limiting community engagement via those channels.
    Some advanced services such as investment advisory are offered through a subsidiary, which may complicate service understanding for users.

    The Pros

    Comprehensive all-in-one financial management including budgeting, investing, estate planning, and tax.
    AI-powered personalized spending insights and financial advice combined with expert human guidance.
    High-yield cash account with competitive APY and no asset under management fee for investments.
    Supports management of shared finances for couples, enabling joint visibility and collaboration.
    FDIC insured sweep accounts protect deposited funds.
    Origin Pricing
    Has free planYES
    Free trial detailsTry Origin free
    Pricing modelFree Trial
    Is credit card requiredNo
    Has lifetime planNo
    Billing frequencyMonthly

    Details of Pricing Plan

    Monthly Subscription

    12.99 USD
    • Access spending and budgeting tools
    • Track net worth, portfolio, equity, and credit score
    • File taxes for free
    • Grow savings with high-yield cash account
    • Invest with no advisory fees or minimums
    • Get AI-powered financial guidance
    • Create estate plan in 20 minutes

    Annual Subscription

    99 USD
    • Same as Monthly, billed annually at $99
    For the latest prices, please visit: https://useorigin.com

  • Octavia AI

    Octavia is your crypto assistant managing portfolios, transactions, and latest news.
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    What is Octavia AI?
    Octavia is a comprehensive crypto assistant tool that assists users in managing their cryptocurrency portfolio effectively. It offers features to track your transactions, get real-time updates and news on various cryptocurrencies, and provides an intuitive interface to monitor your assets. Octavia aims to simplify the complexities of crypto management by providing a centralized platform for all your crypto-related needs, ensuring you stay informed and make well-timed decisions in the dynamic world of digital currencies.
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