Absolutely! Origin's financial aggregation capabilities allow both you and your partner to securely connect individual accounts across the same or differing financial institutions. The end result is a comprehensive view into total household cash flows, debt obligations, asset allocation, and net worth tracking - all visible to both parties. We bring together key pieces of the joint financial puzzle:
- Checking & Savings Accounts
- Credit Cards
- Investment Holdings
- Retirement Balances
- Mortgage Statements
- Student Loan Accounts
We utilize the most rigorous bank-level security, encryption, and verification measures with our trusted financial data providers so you can feel confident linking accounts. Aggregating previously scattered information accelerates couples goal setting, budget optimization, investment planning, and more in one collaborative destination.
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