Manage client invoices and recurring billing directly in OmegaFP. Give clients a simple way to review, approve, and pay — and give yourself more time to focus on the work that matters most.
Create invoices and payment links, manage subscriptions, and collect payments directly from OmegaFP with Stripe Connect. Clients get a simple way to pay, while billing stays connected to their records and workflows — with approvals and a complete audit trail built in.
Take the manual work out of recurring billing with proposals clients can review, approve, and pay by card or ACH. OmegaFP keeps recurring billing organized so your team can spend less time managing payment cycles and more time focused on clients.
Protect client data and stay in control with safeguards designed for financial advisors, including firm-level isolation, immutable records, and detailed audit trails.
Keep client details, conversations, relationships, and opportunities in one place to work smarter and deliver more personalized service.
Keep emails, texts, and video messages in one place to stay connected, organized, and compliant.
See for yourself how OmegaFP helps financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.
