Transform repeatable processes into simple, trackable workflows for onboarding, account audits, and more. OmegaFP helps financial advisors manage everything from individual tasks to complex processes, so work always gets done and nothing falls through the cracks.
Manage everyday tasks and multi-step processes from one place, with lists and boards that make it easy to see what needs your attention. Build repeatable workflows for the work you do again and again — like annual reviews and quarterly rebalancing — with scheduled steps, branching paths, and clear outcomes so the right work happens at the right time.
Assign tasks and workflows to any team member — and reassign in a click when someone's out or a workload shifts. Managers get a clear view of who's working on what, so nothing sits unowned and every client relationship stays covered.
You’ve got goals; OmegaFP has solutions. Tell OmegaFP what’s on the docket, and it can turn your process into a structured, multi-step workflow — then save your best processes as reusable templates so your team can work consistently without reinventing the wheel.
Request documents directly through the client portal and track what's been requested, received, or still outstanding. Automatic reminders and client to-dos keep requests moving, so your team spends less time tracking people down and more time getting the work done.
Put routine work on autopilot. Set specific events to trigger the right actions, with branching workflows that adapt based on what happens next. With configurable approvals and detailed execution logs, your team can automate confidently while staying informed and in control.
Give clients a secure, branded portal for plans, portfolios, and paperwork, making complex information clear and easy to navigate.
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.
See for yourself how OmegaFP helps financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.
