Frequently asked questions

OmegaFP is an all-in-one AI-powered CRM built for financial advisors, RIAs, and wealth-management firms. It combines client management, smart scheduling, video messaging, email automation, advanced workflows, an AI assistant and an integrated AI meeting notetaker in a single platform, replacing the typical advisor stack of four or five separate tools.

OmegaFP Essential is $150 per user per month, or $125 per user per month when billed annually. It includes everything: AI meeting notetaker, CRM, video messaging, email automation, smart scheduling, advanced workflows, AI assistants, team collaboration, and priority support. Enterprise pricing is custom and depends on firm size and feature requirements.

Omega AI Meeting Notetaker works with Zoom, Google Meet, and Microsoft Teams, making it easy to capture conversations wherever your client meetings take place.

The AI Assistant only accesses the information it's authorized to use. It can work with the data and tools you've connected — such as CRM records, meetings, emails, tasks, and documents — while respecting your firm's permissions and access controls.

OmegaFP is undergoing a SOC 2 Type II audit, with controls continuously monitored by Comp AI. A copy of the in-progress report and the security questionnaire is available to prospective enterprise customers on request.

OmegaFP's integration roadmap covers the major advisor custodians and portfolio management platforms, and coverage is growing. For current status, contact sales or check the in-app integrations directory.

Essential includes priority email support and access to the in-app help center. Enterprise customers receive a dedicated account manager, SLA-backed response times, and direct support channels.

OmegaFP is purpose-built for independent financial advisors, registered investment advisors (RIAs), fee-only financial planners, and small-to-mid wealth-management firms. It is not a general-purpose CRM adapted for advisors; it was designed from the ground up around advisor workflows.

All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). OmegaFP enforces complete tenant isolation between firms, role-based access permissions, and immutable audit logs of every sensitive action. Multi-layer PII detection tokenizes or redacts sensitive client information before it reaches any AI model.

Yes. OmegaFP supports imports from Redtail, Wealthbox, Salesforce Financial Services Cloud, and generic CSV. Onboarding includes a guided data-migration session for Essential customers and a managed migration for Enterprise customers.

Once connected, Omega automatically joins supported meetings to capture transcripts, meeting notes, action items, and summaries in real time. Everything is organized and connected to the appropriate client records, so you can spend less time documenting and more time engaging with clients.

That depends on how your firm configures it. You can require approval before every action, automatically approve low-risk tasks, or allow certain actions to run silently. Every action is transparent, reviewable, and logged.

Yes. Every new account starts with a 14-day free trial so you can experience OmegaFP firsthand and see how it fits your practice. No credit card is needed to get started.

Essential support response times are within one business day for standard requests. Enterprise SLA response times depend on the contracted tier and severity level.

Joins your meeting calls as a participant, records and transcribes the conversation, and generates a structured summary with action items, follow-ups, decisions, and CRM updates. The summary writes directly back to the client record in OmegaFP. No third-party notetaker bot needed.

Wealthbox Pro is $75 per user per month, with its AI Notetaker available as a $49 per-user monthly add-on, before adding separate tools for scheduling, video messaging, and other capabilities. OmegaFP is $150 per user per month ($125 on annual billing) and brings CRM, AI meeting intelligence, scheduling, video messaging, email automation, advanced workflows, and AI assistants together in one integrated platform. Estimate your own stack.

Access to transcripts follows your firm's existing permissions and access controls. Only authorized users can view meeting content, helping your team collaborate while maintaining client privacy and compliance.

Yes. Omega gives your firm configurable approval policies so you can decide which actions always require approval, which can be automated, and which should never be performed. You stay in control of how the assistant works.

OmegaFP data is hosted in U.S. cloud infrastructure. Data residency and regional hosting options are available for enterprise customers on request.

Migration typically takes one to two weeks, depending on the size of your book and the amount of information that needs to be ported over.

Yes. The exact level of training and onboarding depends on your firm's setup. Book a call with us to talk through what would work best for you.

Yes. OmegaFP supports multi-advisor practices with role-based access, shared workflows, household team assignments, and audit trails. Enterprise tier adds custom AI assistants tuned to your firm and white-label options.

Yes. AI-generated summaries are designed to save you time, but you remain in control. You can review, edit, and refine summaries before using or sharing them, ensuring every meeting record reflects the details that matter most.

No. Client data is not used to train the AI models. Omega uses enterprise-level models with additional protections, including automatic tokenization and redaction of sensitive client information before it is processed.

Yes. Annual billing brings OmegaFP Essential down from $150 to $125 per user per month, billed as $1,500 per user per year. Enterprise customers receive volume discounts based on seat count.

Yes. OmegaFP signs a Data Processing Agreement aligned to financial-services data handling requirements. A standard DPA is available on request; enterprise customers can negotiate custom terms.

Yes. OmegaFP offers an API for custom integrations and data access. API documentation is available to active customers; contact sales for details.

Yes. OmegaFP is a fully responsive web application that works on phones, tablets, and desktops without separate apps. The mobile experience is first-class, not a stripped-down companion.

The AI Assistant is designed to support your work — not replace your judgment. Responses include supporting context like citations and source data when available, and any actions can be reviewed before they're completed. Advisors remain in control of every client decision.

Yes. There is no long-term contract on the Essential plan. Cancellation takes effect at the end of your current billing period, and your data remains exportable.

OmegaFP applies multi-layer PII detection that tokenizes or redacts sensitive client information (names, account numbers, SSNs, addresses) before any data reaches a third-party model provider. Sensitive data is never sent to model providers in cleartext.

Yes, natively. The AI meeting notetaker joins Zoom calls as a participant and writes structured summaries back to the client record. No separate Zoom add-on or third-party bot is required.

Yes. Firms can configure which tools and capabilities are available, control approval requirements, and customize how the AI Assistant operates to align with their workflows and compliance policies.

OmegaFP is the AI-first alternative to Redtail. It includes AI meeting notetaking, scheduling, video, and email automation alongside CRM and practice-management tools, all for $150 per user per month, bringing more of the typical advisor tech stack into one platform. See the full comparison.

Both have modern interfaces and serve overlapping markets. The difference is the depth of AI capability and stack consolidation: OmegaFP bundles the AI notetaker, scheduling, video, and email natively, while Wealthbox offers most of these capabilities through separate add-ons. See the full comparison.

Salesforce FSC is a powerful enterprise platform; OmegaFP is the practical choice for independent advisors and RIAs that don't need, or want to pay for, enterprise-grade implementation. Salesforce Financial Services Cloud starts at $325 per user per month, while OmegaFP is $150 per user per month with its core platform capabilities included. See the full comparison.