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ease
features
design
support

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Description

An integrated platform designed to help individuals oversee their complete financial situation. It serves as a centralized hub for employees to grasp the significance of their cash, equity, and benefits. By providing comprehensive insights on total compensation and benefits, it empowers both current and potential employees to maximize the advantages offered by your organization. Origin ensures that all company and employee information remains confidential and is not shared with outside entities. We uphold a strict policy of never disclosing personal employee data to employers. In contrast to other services, Origin and its financial planners prioritize the well-being of your workforce above all else. Each professional at Origin is legally obligated to recommend only those services that align with the specific goals and needs of your employees. This commitment to confidentiality and employee-first service sets Origin apart in the industry.

Description

When financial worries weigh heavily on employees, their ability to concentrate on their jobs diminishes significantly. SmartPath offers an affordable financial wellness platform that equips your workforce with essential education, coaching, and resources to transform their financial challenges into achievements. Research indicates that employees engage differently based on their circumstances, which is why our program is intentionally designed to be all-encompassing and cater to their diverse needs. Each employer is provided with a personalized launchpad that allows employees to seamlessly connect with all of SmartPath's services. This platform includes a Live Chat feature with our coaching experts, ensuring quick responses to financial inquiries and enhanced support. The stress of managing money can be overwhelming, particularly in the wake of the pandemic, which has made financial stability even more elusive. Engage with our interactive quizzes to explore financial solutions and receive tailored insights with straightforward recommendations. Our skilled and passionate human coaches are committed to offering assistance in various areas such as budgeting, debt management, homeownership, caring for aging parents, funding children's education, and beyond. With our comprehensive approach, employees can find peace of mind and regain their focus on what truly matters.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

8am CPACharge
Morpho

Integrations

8am CPACharge
Morpho

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Origin

Country

United States

Website

www.useorigin.com/financial-planning

Vendor Details

Company Name

SmartPath

Founded

2010

Country

United States

Website

www.joinsmartpath.com

Product Features

Product Features