Spend less time coordinating calendars and more time with clients. OmegaFP simplifies scheduling with synced calendars, personalized booking pages, and automated meeting setup so every conversation starts on the right foot.
See availability, manage meetings, and avoid conflicts without toggling between tools by connecting your calendars with OmegaFP. Two-way syncing keeps your schedule up to date across Google and Microsoft calendars, including shared team calendars.
Find a time without the back-and-forth. Personalized booking pages let clients choose available times, reschedule, or cancel, all while following your availability rules and meeting preferences.
Automatically generate video meeting links for client appointments, whether you’re meeting through Zoom, Google Meet, or Microsoft Teams. OmegaFP makes sure every invite is ready to go.
Qualify prospects before they book with customizable forms that gather key information and route them to the right meeting type. Spend less time sorting requests and more time preparing for meaningful conversations.
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.
Create invoices, manage recurring billing, and collect payments in one place. Clients pay easily and your team saves time.
See for yourself how OmegaFP helps financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.
