Frequently asked questions

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

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.

The AI meeting notetaker joins your Zoom 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.

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.

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.

OmegaFP Essential is $150 per user per month. 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.

We don't currently offer a free trial because we want to create a white-glove, tailored experience for our advisors! We may offer one in the future.

A typical advisor stack (Wealthbox at $49-79, scheduling at $12, Zoom at $15-22, video messaging at $15, a standalone AI subscription like ChatGPT Plus or Claude Pro at $20, and an AI notetaker at $20-50) totals $131-198 per user per month before any integration work. OmegaFP at $150 per user per month includes all of those capabilities in one integrated platform, without the standalone AI subscription.

Yes. Annual billing comes with a discount; contact sales for current pricing. Enterprise customers receive volume discounts based on seat count.

Yes. There is no long-term contract on the Essential plan. Cancellation takes effect at the end of your current billing period, and your data remains exportable.

OmegaFP is undergoing a SOC 2 Type II audit, with controls continuously monitored by Comp AI. A copy of the in-progress report and the security questionnaire is available to prospective enterprise customers on request.

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.

OmegaFP data is hosted in U.S. cloud infrastructure. Data residency and regional hosting options are available for enterprise customers on request.

Yes. OmegaFP signs a Data Processing Agreement aligned to financial-services data handling requirements. A standard DPA is available on request; enterprise customers can negotiate custom terms.

OmegaFP applies multi-layer PII detection that tokenizes or redacts sensitive client information (names, account numbers, SSNs, addresses) before any data reaches a third-party model provider. Sensitive data is never sent to model providers in cleartext.

OmegaFP's integration roadmap covers the major advisor custodians and portfolio management platforms. Coverage is growing. For current status, contact sales or check the in-app integrations directory.

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.

Migration typically takes 1-2 weeks, depending on the size of your book and the amount of information that needs to be ported over.

Yes. OmegaFP offers an API for custom integrations and data access. API documentation is available to active customers; contact sales for details.

Yes, natively. The AI meeting notetaker joins Zoom calls as a participant and writes structured summaries back to the client record. No separate Zoom add-on or third-party bot required.

Essential includes priority email support and access to the in-app help center. Enterprise customers receive a dedicated account manager, SLA-backed response times, and direct support channels.

Essential support response times are within one business day for standard requests. Enterprise SLA response times depend on the contracted tier and severity level.

Yes. The exact level of training and onboarding depends on your firm's setup. Book a call with us to talk through what would work best for you.

OmegaFP is the AI-first alternative to Redtail. It includes the AI meeting notetaker, scheduling, video, and email automation that Redtail users pay for separately, at $150 per user per month all-in versus the typical Redtail-stack effective cost of $120-200. See the full comparison at omegafp.com/vs/redtail.

Both have modern UIs and serve overlapping markets. The differentiation is depth of AI capability and stack consolidation: OmegaFP bundles AI notetaker, scheduling, video, and email natively; Wealthbox keeps these as separate tools you assemble. See the full comparison at omegafp.com/vs/wealthbox.

Salesforce FSC is the most powerful enterprise platform; OmegaFP is the practical choice for independent advisors and RIAs that don't need (or want to pay for) enterprise-grade implementation. Typical TCO difference is 5-20x in OmegaFP's favor for practices under ~50 advisors. See the full comparison at omegafp.com/vs/salesforce.