Automate routine work, ask questions, and get help managing client relationships — all from an in-the-know teammate connected to your CRM, communication tools, tasks, meetings, and more. Every action is transparent, reviewable, and backed by configurable approvals for confidence and compliance.
Harness the power of an AI Assistant built for financial advisors. Omega AI delivers answers and actions that are grounded in the context of your firm and your clients — because it knows them as well as you do.
Omega AI understands your book of business, connecting to your contacts, households, meetings, emails, tasks, and documents. Every answer is grounded in the information that matters most to your practice.
Capture key takeaways, action items, and client context, so you’re always prepared for follow-ups — and always building stronger relationships.
Make confident decisions without the mental gymnastics. Get responses backed by citations, charts, data tables, and supporting documents.
Surface insights, summarize conversations, manage workflows, and create deliverables without lifting a finger. With over 35 integrated tools and answers informed by your firm's data, Omega AI is your trusted teammate that’s always ready to help.
Ask questions, get insights, and stay on top of what matters most with answers grounded in your firm and client data. Turn conversations into action by generating reports, adding notes, attaching files, and creating work products directly from chat — watercooler conversations have never been more helpful.
Start your morning with confidence and clarity. Create recurring routines, receive summaries of your day ahead, and get updates through chat, email, or push notifications — so you can hit the ground running every day.
You decide how Omega handles every task. Require approval for every action, automatically approve trusted workflows, or configure actions to run silently — while every action is logged with a complete audit trail for transparency, compliance, and peace of mind.
Research companies and individuals, discover new prospects, and uncover the insights you need to build meaningful connections. Gather details like company background, leadership, industry trends, and recent news, then personalize outreach and start stronger conversations.
Find your groove and never worry about starting from scratch. Omega AI remembers your preferences, working style, and context across conversations. The more you work together, the better it can tailor responses, suggest next steps, and support the way you like to work.
Don’t find the perfect hire — create one. Build custom AI agents for your firm's workflows, or choose from a library of ready-to-use agents for lead management, client communications, scheduling, document processing, workflow automation, and more. They’ll handle routine tasks while you focus on delivering exceptional client service.
Stay in control with configurable approval settings for every workflow. Choose when actions require your approval, when trusted low-risk actions can be automated, or when actions can run silently. Every AI action is logged and auditable.
Sensitive client information is automatically detected and protected through multiple layers of safeguards before it’s processed by AI models. Client details are only restored when displayed back to you, and if protection measures cannot be confirmed, the system blocks the action rather than risk exposure.
Maintain a complete record of AI interactions with audit logs available to your compliance team, helping your firm maintain transparency and oversight.
Prepare for conversations, stay focused during meetings, and turn discussions into actionable next steps. AI Notetaker captures the details that matter and keeps client relationships moving forward.
Get AI-generated meeting briefs, agendas, and context from previous conversations before you meet. Track agenda coverage and carry forward important action items so nothing gets missed.
Never miss a beat. Capture verbatim transcripts, track who said what, and follow along with agendas in real time. Stay present while Omega ensures important details are documented.
Turn every meeting into action. Automatically generate meeting summaries, structured notes, action items, recap emails, and CRM update suggestions — so your team stays aligned and focused on delivering great results.
The AI Assistant only accesses the information it's authorized to use. It can work with the data and tools you've connected — such as CRM records, meetings, emails, tasks, and documents — while respecting your firm's permissions and access controls.
That depends on how your firm configures it. You can require approval before every action, automatically approve low-risk tasks, or allow certain actions to run silently. Every action is transparent, reviewable, and logged.
Yes. Omega gives your firm configurable approval policies so you can decide which actions always require approval, which can be automated, and which should never be performed. You stay in control of how the assistant works.
No. Client data is not used to train the AI models. Omega uses enterprise-level models with additional protections, including automatic tokenization and redaction of sensitive client information before it is processed.
The AI Assistant is designed to support your work — not replace your judgment. Responses include supporting context like citations and source data when available, and any actions can be reviewed before they're completed. Advisors remain in control of every client decision.
Yes. Firms can configure which tools and capabilities are available, control approval requirements, and customize how the AI Assistant operates to align with their workflows and compliance policies.
Discover how Omega gives your team the tools, insights, and support to move faster while staying in control.
