Bringing your practice over from your current CRM doesn't mean starting from scratch. Our team handles the heavy lifting — securely, accurately, and with zero disruption to your clients — so you can spend less time on data entry and more time on advice.
We start with a call to review your current CRM setup, understand what you're using it for today, and answer any questions. By the end, you'll know exactly what's moving over, what to expect, and when.
Our migration team maps and imports your contacts, notes, tasks, and records directly into OmegaFP. Every import is validated for accuracy, so your data arrives clean, complete, and exactly where it should be — with no downtime for your team.
Once your data's in place, we'll walk you and your team through OmegaFP so you're confident from day one — not just logged in. Guided onboarding, training resources, and a dedicated point of contact make sure the switch actually sticks.
Our migration process is fast, accurate, and built specifically for financial advisors switching CRMs. Contact us to book a migration today, and you could be up and running in a few weeks.
