Encryption Everywhere
All data is encrypted in transit and at rest using industry-standard AES-256 encryption.
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.
Continuous compliance monitoring
Our security controls are continuously monitored by Comp AI, giving our customers real-time assurance that the controls we claim to have are actually in effect, not just documented.
How we protect your data
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.
Have a security question?
Our security team is happy to walk through controls, certifications, and how we protect your firm's data. Email security@omegafp.com or schedule a call below.
Book a Security Call