Running a financial advisory firm means keeping a lot of plates spinning. Managing client relationships, staying on top of your emails, juggling meetings and putting together follow-ups, not to mention business development—the list goes on. And when every part of your practice lives in a different piece of software, even simple things can start to feel unnecessarily complicated.
Luckily, OmegaFP brings those pieces together. OmegaFP is an all-in-one operating system for financial advisors that combines CRM, communication, scheduling, an AI-powered assistant, meeting notes, and practice management in one place. So you can spend less time switching between tools and hunting for information—and more time focusing on your clients and your firm.
What Is OmegaFP?
OmegaFP is an operating system built specifically for financial advisors. It brings the day-to-day tools you use to manage your practice into one connected system, so your client data, communications, tasks, meetings, and opportunities don't have to live in separate corners of your tech stack.
At the center is the CRM, which helps you manage client relationships from one place. From there, built-in AI, scheduling, communication, and other tools help take care of the work that happens around those relationships.
Why We Built OmegaFP
OmegaFP started with a firsthand understanding of what it's like to work in financial planning and tax. After 10 years in the industry as a CFP® and EA, Kevin Dunford saw an opportunity to build technology around the way financial advisors actually work—not the other way around. Too often, firms have to stitch together a collection of tools to handle CRM, meetings, communication, scheduling, and everything in between.
OmegaFP was built to bring those pieces together while giving financial advisors practical, thoughtful ways to use AI in their everyday work—and address the unique challenges they face. Because the technology you use should empower you to better serve your clients, not take your time away from them.
OmegaFP’s Full Suite of Products
OmegaFP CRM
Your CRM should make it easier to understand your clients and stay on top of your relationships. Managing it shouldn't feel like another job. OmegaFP puts client information and the work surrounding it in one place, giving advisors a clearer view of their client base while cutting down on busywork.
Contact Management
Keep track of each client relationship without digging for information with contact management. OmegaFP gives you one place for individuals, families, organizations, centers of influence, and all of the details that help you understand your relationship with each of them.
- Manage individuals, families, organizations, and COIs
- Keep client information in one central place
- Add notes, custom fields, and relationship details
- View relevant client information when you need it
- Get a quick overview of a relationship with AI Contact Summary
Communication
Client communication is a big part of the job—and keeping track of it should be easy. OmegaFP brings email, SMS, and video messaging right into your CRM, so you have one simple place to communicate with confidence and build flourishing, lasting relationships.
- Send and manage email
- Communicate with clients via SMS
- Keep communication history connected to client records
- Send personalized video messages with OmegaFP Clips
- Keep client conversations organized in one place
Client Portal
Give clients a simple way to stay connected with your firm. The OmegaFP Client Portal gives clients a dedicated place to access information, book meetings, and manage billing—without making the experience feel like another piece of software they have to figure out.
- Provide clients with a dedicated portal
- Share information and resources
- Support smoother client onboarding
- Keep client interactions connected to the broader relationship
Tasks
Cut down on busywork with workflows that handle repetitive tasks for you. Build repeatable processes with automated and AI-powered tasks built in, so the right work happens without you having to manage every step.
- Create automated workflows for repeatable processes
- Trigger tasks based on specific actions or changes
- Automatically assign tasks to the right team member
- Add AI-powered tasks to workflows
- Set due dates and track progress
- Standardize processes across your firm
Opportunities
Growing your firm takes more than keeping track of existing clients. Opportunities helps you organize prospective business and see what's moving through your pipeline.
- Track opportunities alongside your client relationships
- Organize opportunities with customizable pipeline stages
- Keep track of next steps, assignees, and other opportunity details
- Get a clear view of your pipeline and potential revenue
Billing
Take the manual work out of billing with tools that make the process easier for both your team and your clients. OmegaFP keeps invoices, payments, recurring billing, client records, and workflows organized in one place.
- Create invoices and payment links and collect payments directly through OmegaFP
- Let clients review, approve, and pay by card or ACH
- Keep billing connected to client records and workflows
Omega AI
Your new favorite teammate has entered the chat. OmegaFP puts AI tools into the everyday work of your practice, helping with everything from client information and research to tasks and meeting notes.
AI Assistant
Consider your AI assistant your most intelligent, reliable teammate. It helps with the work that happens across your practice, from working with client and CRM information to researching questions, handling communications, managing tasks, and more.
- Ask questions and research information with AI Chat
- Get a personalized morning debrief with the information you need to start your day
- Turn meeting takeaways into clear next steps
- Create custom AI agents
- Work with information across your OmegaFP practice
- Review and approve actions before they’re taken
AI Notetaker
Spend less time taking notes and more time engaging with clients. OmegaFP’s AI Notetaker works before, during, and after meetings to capture what matters and turn it into useful follow-up.
- Prepare for meetings with relevant client information
- Record and transcribe meetings
- Generate structured summaries with action items, decisions, and follow-ups
- Update CRM information based on meeting conversations
- Write meeting summaries back to the client record
Scheduling
Take scheduling off your plate with a smarter way to coordinate meetings. OmegaFP helps clients find time, book meetings, and stay on top of their appointments without the usual back-and-forth.
- Let clients book available meeting times
- Connect your calendar and availability
- Reduce scheduling back-and-forth
- Keep meetings and client information together in OmegaFP
Ready to discover what’s possible with OmegaFP?
See for yourself how OmegaFP helps financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.
