Give clients a seamless, secure, and branded portal to access everything they need. OmegaFP makes complex portfolios, plans, and paperwork clear and easy to navigate, so clients always feel confident and informed.
Deliver a consistent, polished experience with a branded portal where clients can access their plans, documents, tasks, billings, meetings, and more. Because your firm deserves a space as personalized as your services.
Get the conversation on the calendar without the back-and-forth. Personalized, no-login booking pages, routing forms, and easy rescheduling make it simple for clients to book the right kind of meeting at a time that works.
Give clients a secure, straightforward way to take action when it matters, from paying an invoice to approving a billing proposal or viewing next steps. Token-gated access keeps these actions convenient without requiring a full portal login.
Pave a clear path for new clients from invitation to onboarding. Progress tracking and guided information gathering make it easy to see what's been completed and what's still needed — so you can keep moving the relationship forward.
Track prospects from first conversation to close with a clear pipeline, key details, and next steps to drive growth.
Create invoices, manage recurring billing, and collect payments in one place. Clients pay easily and your team saves time.
Protect client data and stay in control with safeguards designed for financial advisors, including firm-level isolation, immutable records, and detailed audit trails.
See for yourself how OmegaFP helps financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.
