A walk through the parts of Omega you'll touch every day — client records, meetings, follow-up, and the AI doing the tidying up behind you. [Placeholder media throughout.]
Most advisors live in three screens. Here's what each of them does for you.
Everything about a household in one place: people, accounts, notes, documents, and the last thing you said to them.
The Notetaker joins wherever you meet, captures the conversation, and files the summary against the right client on its own.
Next steps become tasks, tasks become a workflow, and the workflow runs the same way every time — for every client.
Import from your current CRM or start with a handful of households. Our team maps the fields with you.
Meetings and conversations start filing themselves against the right client from day one.
Take your actual meetings on it. By Friday you'll know whether it fits how you work.
Start a trial and put your own clients in it, or have someone walk you through the parts that matter to your firm.
