Everything that governs how OmegaFP handles your firm’s data and your use of the product, in one place. Plain-language summaries sit above each document; the documents themselves are the ones that apply.
What we collect, why, how long we keep it, and who can see it. Your clients’ data is yours; we process it on your instructions and do not sell it or use it to train models for anyone else.
Read the Privacy PolicyThe agreement between your firm and OmegaFP: what you are licensing, what each side is responsible for, billing and cancellation, and what happens to your data if you leave.
Read the TermsUptime commitments, maintenance windows, support hours and response times, backups, and the acceptable-use rules for email and SMS. Applies to paid subscriptions and supplements the Terms.
Read the Support TermsHow OmegaFP processes personal data on your firm’s behalf: who is controller and processor, the security measures in place, breach notification, retention and deletion, and the current list of sub-processors. Forms part of the Terms.
Read the DPAWhich cookies this website and the product set, what each one is for, and how to change your preferences. The product itself uses only the cookies it needs to keep you signed in.
Read the Cookie PolicyNot a legal document, but the one your compliance officer will ask for first: encryption, isolation between firms, access controls, audit logging and how we handle a security report.
See Trust & SecurityFor California residents: what we do and don’t do with personal information under the CCPA and CPRA, the rights you have, and a form to submit a request to know, delete, or correct your data.
Read the California NoticeEach of these goes through the contact form with the topic set to General, or to the address in the relevant policy. We reply within five business days; most take less.
OmegaFP’s standard Data Processing Agreement, aligned to financial-services data handling requirements, is published above along with the current list of sub-processors. Enterprise customers can negotiate custom terms.
Leaving, or an end client exercising their rights? Ask for a full export in a standard format, or for deletion once any regulatory retention period has passed.
Found something? Tell us privately before telling anyone else and we will acknowledge within two business days. We do not pursue good-faith researchers. [To verify: disclosure address.]
