We're building every tool an advisor needs on one AI platform.
Shaped by advisors, one feature at a time.
Focus on your clients.
Omega takes care of the rest.
Custom AI
AgentsEmailCalendarTasksPlanningDictateAI Research
ChatSchedulerHouseholdsReportsScreen
RecorderClient
Portal
Learn more in our FAQs.
Simple Pricing
Essential
Everything you need to grow your practice
$150/month
- Unlimited clients
- AI Notetaker
- CRM & Contact Management
- Video Messaging
- Email Automation
- Smart Scheduling
- Advanced Workflows
- AI Assistants
- Team Collaboration
- Priority Support
Enterprise
Your firm isn't like everyone else's
Custom
- Everything in Essential
- Custom AI Assistants tuned to your firm
- Custom integrations & workflows
- White-label options
- Dedicated account manager
- Custom onboarding
- SLA & uptime guarantees
- Advanced security & compliance
- Volume discounts
Security You Can Trust
SOC 2 Type II: In Progress. OmegaFP is undergoing a SOC 2 Type II audit, with security controls continuously monitored by Comp AI.
Encryption Everywhere
All data is encrypted in transit and at rest using industry-standard AES-256 encryption.
Access Control & Tenant Isolation
Role-based permissions, complete firm-to-firm data isolation, and immutable audit logs of every sensitive action.
PII Protection
Multi-layer PII detection tokenizes or redacts sensitive client information before it reaches any AI model.
Regulatory Compliance
Built to support SEC Reg S-P, GLBA, and FINRA recordkeeping, including WORM archival for SMS and call recordings.