Whether you're sending emails, texts, or personalized video messages, Omega keeps every client conversation in one place. Built-in AI assistance, seamless syncing, and compliance-ready tools help you stay connected without missing a beat.
Stop toggling tabs — manage emails without leaving Omega. Two-way sync with Gmail and Outlook offers all the email inbox features you already use. Reply inline, undo sends, use keyboard shortcuts, and more, right where your work lives.
Quickly draft emails that actually sound like you. Omega learns your preferred writing style, so you communicate effectively and efficiently without losing your voice.
Track conversations waiting on a reply with built-in follow-up reminders. Omega highlights emails that need attention so you can stay responsive and strengthen client relationships.
Automatically archive emails to support your firm's recordkeeping requirements. With built-in retention, reconciliation, and export capabilities, your communications stay organized and audit-ready.
Text clients directly from Omega with two-way business texting built into your workflow. Keep conversations in one place with threaded messages, delivery tracking, reusable templates, and scheduled sends for things like birthday messages, meeting reminders, and follow-ups.
Built-in consent management, opt-out handling, message review, and archived conversations help your team communicate over SMS while supporting your firm's compliance processes.
Skip the email chain, save a meeting. Record your screen, webcam, or both to walk clients through financial plans, explain documents, or answer questions with more clarity. Share clips securely, keep everything organized in one searchable library, and attach videos directly to client records whenever you need them.
Make scheduling fast and effortless with synced calendars, booking pages, and automated meeting setup.
Manage tasks and repeatable workflows in one place so work stays on track.
Give clients a secure, branded portal for plans, portfolios, and paperwork, making complex information clear and easy to navigate.
See for yourself how Omega helps financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.
