Newest outils de gestion de patrimoine Solutions for 2024

Explore cutting-edge outils de gestion de patrimoine tools launched in 2024. Perfect for staying ahead in your field.

outils de gestion de patrimoine

  • Comprehensive money management for tracking, saving, investing, and managing finances.
    0
    0
    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
  • WeFIRE: Your AI-powered personal finance copilot.
    0
    0
    What is WeFIRE?
    WeFIRE is a cutting-edge AI technology platform that serves as a fully interactive personal finance copilot. It assists users in managing their finances, offering personalized financial services around the clock. Whether it's budgeting, investment advice, or debt management, WeFIRE leverages AI to provide you with tailored solutions aimed at helping you achieve your financial goals.
  • EarnAI leverages AI to optimize investment portfolios with tailored insights.
    0
    0
    What is earnai.com?
    EarnAI is an AI-powered platform designed to optimize investment portfolios with precision. It generates investment strategies, analyzes financial health, and delivers tailored insights based on user-defined instructions, tone, and style. Key features include automated portfolio management, professional formatting, and advanced data security encryption. By leveraging proprietary algorithms, EarnAI provides refined trading tactics and market trend analyses, making it an invaluable tool for both high-level investors and businesses seeking to maximize market efficiency.
Featured