Insights for financial advisors and firms

Books and records: what your CRM has to keep, and for how long

A practical read on the recordkeeping rules that touch your CRM, and the questions to ask any vendor before an exam asks them for you.

Why OmegaFP prices per seat, and what that means as you grow

Seat-based pricing is simple to explain and occasionally misunderstood. Here's how it works, what counts as a seat, and how to plan for a growing team.