Omega's CRM connects everything advisors need to run and grow their practice in one simple platform. Spend less time switching between tools and more time focused on clients.
Focus on the client — not the notetaking. Omega listens, captures, and organizes the details of every meeting so you can stay present.
Explore AI Meeting NotetakerAsk questions, manage work, research prospects, and get things done across your firm. Omega brings the context and tools you need into one intelligent assistant.
Explore AI AssistantBring client details, interactions, opportunities, and more together in one connected view — so you can see the full picture and build stronger relationships.
Explore Contact ManagementManage email, SMS, and personalized video in one place, with the tools to stay responsive, personal, and compliant across every conversation.
Explore Client CommunicationConnect your calendars, share personalized booking pages, and make it easy for clients to find time with you — no more wasted time coordinating.
Explore SchedulingKeep client paperwork organized, shareable, and easy to find, with every file attached to the household and conversation it belongs to.
Explore DocumentsManage everyday tasks, build repeatable workflows, and automate routine work from one place. Omega keeps work moving with scheduled steps and smart automations, saving you time for what really matters.
Explore TasksGive clients a convenient, branded portal for planning, documents, meetings, tasks, billing, and more — and give your team a connected view of the relationship.
Explore Client PortalTrack prospects from first conversation to close with a clear pipeline, key details, and next steps. Omega gives you the visibility to keep new business moving forward.
Explore OpportunitiesStay on top of client invoicing and recurring billing in one easy-to-manage place, with clear visibility for your team and a straightforward experience for clients.
Explore BillingProtect client data and stay in control with safeguards designed for financial advisors, including firm-level isolation, immutable records, and detailed audit trails.
Explore SecuritySync your calendar, email, video, custodial, and planning tools with Omega so client data stays in one place — no double entry, no switching tabs.
Explore IntegrationsCalendar, email, video, custodial, planning, and document tools plug straight into Omega, so client data stays in one place and nobody re-keys anything.
Keep your practice and client data protected with enterprise-grade security, complete visibility, and records you can trust.
Protect sensitive client and practice data with 256-bit encryption, both in transit and at rest.
See a complete history of client activity, communications, meetings, and changes, all in one place.
Track every important action with a complete, transparent record that supports oversight and compliance.
See for yourself how Omega helps financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.
