Connect OmegaFP to the tools you already use to keep client information, communication, meetings, documents, and workflows in one simple place.
Email, calendars, meetings, documents, payments, and custodial accounts: each one connects in a couple of clicks, and everything lands on the client record.
Sync emails with client records and keep your conversations connected to your CRM.
Connect your Google calendar with OmegaFP to keep meetings and client schedules up to date.
Capture meeting details and keep notes, tasks, and follow-ups organized in OmegaFP.
Connect your inbox to OmegaFP and keep client emails and communication in sync.
Manage Outlook Calendar meetings and client schedules directly in OmegaFP.
Keep meeting details and follow-ups organized by connecting Teams to OmegaFP.
Turn Zoom meetings into organized notes, action items, and follow-ups.
Ensure easy access to important client documents when you sync your Google Drive files to OmegaFP.
Keep client documents at hand by syncing your OneDrive files to OmegaFP, right on the client record.
Manage client payments and keep billing connected to your workflow.
Send documents for signature and keep completed agreements connected to client records.
Connect financial accounts to bring portfolio data into your client workflow.
Sign in to the tool you already use. OmegaFP asks for the narrowest access that does the job.
Existing contacts and meetings line up with the households already in OmegaFP. You review anything ambiguous.
From then on it syncs quietly. You will mostly notice it by not having to think about it.
Tell us what your firm runs on. We would rather hear it from you than guess at the list.
