Most advisor CRMs do the same handful of things. What separates them is how much of your day they hand back. Here's an honest look at where OmegaFP differs, and where it doesn't.
Competitor figures and capabilities are taken from each vendor's own published pricing, features and integration pages, checked 10 September 2026, and may have changed since. All three prices are per user per month; OmegaFP's is the monthly rate and drops to $125 billed annually. "Via Orion" means the capability is part of Orion's wider platform rather than the Redtail CRM subscription.
Both are built for advisors. The difference shows up in what you pay extra for once the AI is switched on.
Read the comparisonA long-established CRM against a newer one. Where each fits depends on how much you want the software to do unprompted.
Read the comparisonSalesforce can be shaped into anything, which is exactly the problem when you wanted something that already fits.
Read the comparisonContacts, notes and history come across with our team doing the mapping alongside you. Most firms are running on OmegaFP inside a week.
