OmegaFP: AI-Powered Operating System & CRM for Financial Advisors

AI-powered OPERATIONS

Manage & Grow your practice with OmegaFP

OmegaFP uses compliant AI to automate the routine practice work, surface the insights buried in your data, and give you the context to make better decisions, faster.

Let AI handle repetitive financial tasks, categorization, reconciliation, reporting, and other operational work.

Contacts, households, meetings, emails, tasks, and documents live in one client record, so every conversation starts with the full picture.

Surface anomalies, opportunities, upcoming obligations, and important changes before they become problems.

Connect everything your practice needs in one place

Manage client relationships, automate everyday work, communicate with clients, and keep your practice moving.

Contact Management

Keep client details, conversations, relationships, and opportunities in one place to work smarter and deliver more personalized service.

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Tasks

Manage tasks and repeatable workflows in one place so work stays on track.

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Email & SMS

Keep emails, texts, and video messages in one place to stay connected, organized, and compliant.

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Scheduling

Make scheduling fast and effortless with synced calendars, booking pages, and automated meeting setup.

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Client Portal

Give clients a secure, branded portal for plans, portfolios, and paperwork, making complex information clear and easy to navigate.

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Opportunities

Track prospects from first conversation to close with a clear pipeline, key details, and next steps to drive growth.

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Billing

Create invoices, manage recurring billing, and collect payments in one place. Clients pay easily and your team saves time.

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AI Meeting Notetaker

Go into every meeting prepared and leave with follow-up handled. Omega captures conversations, organizes key details, and turns them into next steps.

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AI Assistant

Get answers, automate routine work, and manage client relationships with an assistant connected to your CRM, communications, tasks, meetings, and more.

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All Features

Connect every part of your practice

Every workflow, every interaction, every tool — connected through one operating system for the practice.

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Built for everyone who keeps your practice moving

Omega brings the tools and context each role needs into one connected practice.

Financial Advisors

More time with clients, less time managing your practice

Keep client relationships, communication, tasks, and opportunities connected, so you can spend less time on administrative work and more time serving clients and growing your book.

Firm Leaders

See the big picture. Lead with confidence.

Get a clear view of your clients, pipeline, and practice performance in one place, giving you the insight to spot opportunities, identify gaps, and make smarter decisions.

Operations & Support

Keep your practice aligned, keep work on track

Streamline processes, assign and track work, and keep everyone aligned from one place. Omega helps your team stay organized and keep work moving forward.

Security & Compliance

Security, compliance, and confidence built into everything you do.

Keep your practice and client data protected with enterprise-grade security, complete visibility, and records you can trust.

256-bit Encryption

Protect sensitive client and practice data with 256-bit encryption, both in transit and at rest.

Activity Timelines

See a complete history of client activity, communications, meetings, and changes — all in one place.

Audit Trails

Track every important action with a complete, transparent record that supports oversight and compliance.

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Ready to discover what’s possible with Omega?

See for yourself how Omega helps financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.

Book a Demo

FAQs

What is OmegaFP?

OmegaFP is an all-in-one AI-powered CRM built for financial advisors, RIAs, and wealth-management firms. It combines client management, smart scheduling, video messaging, email automation, advanced workflows, an AI assistant and an integrated AI meeting notetaker in a single platform, replacing the typical advisor stack of four or five separate tools.

How much does OmegaFP cost?

OmegaFP Essential is $150 per user per month, or $125 per user per month when billed annually. It includes everything: AI meeting notetaker, CRM, video messaging, email automation, smart scheduling, advanced workflows, AI assistants, team collaboration, and priority support. Enterprise pricing is custom and depends on firm size and feature requirements.

Who is OmegaFP built for?

OmegaFP is purpose-built for independent financial advisors, registered investment advisors (RIAs), fee-only financial planners, and small-to-mid wealth-management firms. It is not a general-purpose CRM adapted for advisors; it was designed from the ground up around advisor workflows.

How does OmegaFP protect client data?

All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). OmegaFP enforces complete tenant isolation between firms, role-based access permissions, and immutable audit logs of every sensitive action. Multi-layer PII detection tokenizes or redacts sensitive client information before it reaches any AI model.

Does OmegaFP support data-migrations from other financial advisor CRMs?

Yes. OmegaFP supports imports from Redtail, Wealthbox, Salesforce Financial Services Cloud, and generic CSV. Onboarding includes a guided data-migration session for Essential customers and a managed migration for Enterprise customers.

Does OmegaFP have a meeting notetaker?

Joins your meeting calls as a participant, records and transcribes the conversation, and generates a structured summary with action items, follow-ups, decisions, and CRM updates. The summary writes directly back to the client record in OmegaFP. No third-party notetaker bot needed.

How does OmegaFP's pricing compare to a typical advisor stack built around Wealthbox?

Wealthbox Pro is $75 per user per month, with its AI Notetaker available as a $49 per-user monthly add-on, before adding separate tools for scheduling, video messaging, and other capabilities. OmegaFP is $150 per user per month ($125 on annual billing) and brings CRM, AI meeting intelligence, scheduling, video messaging, email automation, advanced workflows, and AI assistants together in one integrated platform. Estimate your own stack.

Can teams collaborate inside OmegaFP?

Yes. OmegaFP supports multi-advisor practices with role-based access, shared workflows, household team assignments, and audit trails. Enterprise tier adds custom AI assistants tuned to your firm and white-label options.

Does OmegaFP work on mobile?

Yes. OmegaFP is a fully responsive web application that works on phones, tablets, and desktops without separate apps. The mobile experience is first-class, not a stripped-down companion.

A Smarter Operating System, Built for Financial Advisors