# OmegaFP

> The all-in-one AI-powered practice management platform built for financial advisors, RIAs, and wealth management professionals.

## About

OmegaFP is the ultimate AI tech stack for financial advisors. Unlike legacy CRMs that bolt on AI as an afterthought, OmegaFP was built from the ground up with AI at the core of every feature (meeting notes, scheduling, email, workflows, and client communication) so advisors can spend less time on busywork and more time on planning and client relationships.

Independent fee-only advisors, RIAs, and growing wealth-management practices use OmegaFP to consolidate their tech stack (CRM + scheduling + video + email automation + AI meeting notetaker) into one purpose-built platform instead of stitching together five or six point solutions.

## Features

- **AI Meeting Notetaker**: Automatically joins Zoom calls, records, transcribes, and generates structured meeting summaries with action items. Included in every plan, where competitors typically charge $30-50/mo extra for this.
- **CRM**: Client and household management with smart contact records, interaction history, pipeline tracking, and AI-powered insights.
- **Smart Scheduling**: Built-in calendar and appointment booking with client self-scheduling, automated reminders, and Zoom integration.
- **Video Messaging**: Record and send personalized video messages to clients directly from the platform.
- **Email Automation**: AI-assisted email drafting, templates, drip campaigns, and automated follow-ups.
- **Advanced Workflows**: Visual workflow builder to automate onboarding, reviews, compliance tasks, and recurring processes.
- **AI Assistants**: Context-aware AI assistants that help with client communication, meeting prep, data entry, and practice analytics.
- **Team Collaboration**: Multi-advisor practices with role-based access, shared workflows, and household team assignments.

## Pricing

- **Essential**: $150/month per user. Includes all features (AI Notetaker, CRM, Video Messaging, Email Automation, Smart Scheduling, Advanced Workflows, AI Assistants, Team Collaboration, and Priority Support). Unlimited clients.
- **Enterprise**: Custom pricing. Includes everything in Essential plus custom AI Assistants tuned to your firm, custom integrations, white-label options, dedicated account manager, SLA & uptime guarantees, and advanced security/compliance.
- **Free Trial**: 14 days, full access, no credit card required.

## Target Audience

- Independent Financial Advisors
- Registered Investment Advisors (RIAs)
- Fee-only Financial Planners
- Wealth Management Firms
- Insurance and Benefits Advisors

## Key Differentiators

- AI is built into the core of the platform, not added as an upsell
- AI meeting notetaker included at no extra cost (competitors like Wealthbox, Redtail, and Salesforce charge extra or require third-party tools)
- Purpose-built for financial services, not a generic CRM adapted for advisors
- All-in-one platform replacing CRM + scheduling + video + email + notetaker (typically 4-5 separate subscriptions)
- Modern, intuitive interface designed for advisor workflows
- SOC 2 Type II in progress, continuously monitored by Comp AI

## Comparisons & Alternatives

- OmegaFP vs Redtail: https://omegafp.com/vs/redtail
- OmegaFP vs Wealthbox: https://omegafp.com/vs/wealthbox
- OmegaFP vs Salesforce Financial Services Cloud: https://omegafp.com/vs/salesforce
- Redtail alternatives: https://omegafp.com/alternatives/redtail
- Wealthbox alternatives: https://omegafp.com/alternatives/wealthbox

## Links

- Website: https://omegafp.com
- App Login: https://app.omegafp.com
- Pricing: https://omegafp.com/pricing
- Security: https://omegafp.com/security
- Support: https://omegafp.com/support
- FAQ: https://omegafp.com/faq
- Zoom Integration: https://omegafp.com/zoom-integration
- Careers: https://omegafp.com/careers
- Privacy Policy: https://omegafp.com/legal#privacy
- Terms of Service: https://omegafp.com/legal#terms
- LinkedIn: https://www.linkedin.com/company/omegafp/

## Contact

- Sales/Demo: https://app.omegafp.com/d/xsvf-7eo-mnl/omegafp-demo-1
- Support: https://omegafp.com/support
- Email: kevin@omegafp.com