One price per advisor, every month. No setup fees, no charge for the AI, and no new line item the moment your firm grows. Every account starts with a 14-day free trial, and paying yearly saves 17%.
$150
Most practices run five or six subscriptions to cover what OmegaFP does in one. Tick what you pay for, set your headcount, and see the difference over a year.
Comparison figures are published list prices taken from each vendor’s own pricing page on 3 September 2026 and may have changed since. Per-user tools are multiplied by advisor headcount; Mailchimp is priced by contact volume so it is counted once. OmegaFP Essential is shown at $125 per user per month on annual billing. Estimates only — your actual costs will depend on the plans and tiers you hold. Product names and logos are the trademarks of their respective owners and are used here for identification only.
The AI isn't an add-on and security isn't an upgrade. Plans differ by team size and firm controls, not by holding features back.
No. Onboarding includes a guided data-migration session for Essential customers and a managed migration for Enterprise, with imports from Redtail, Wealthbox, Salesforce and CSV. Most migrations take one to two weeks.
Yes. There is no long-term contract on Essential. Cancellation takes effect at the end of your current billing period, and your data remains exportable.
Every account starts with a 14-day free trial. When it ends, pick monthly or annual billing to keep going; nothing is charged automatically, and your data stays exportable either way.
Bring in a handful of clients and run a real week on it. That will tell you more than any pricing page can.
