Streamline firm-wide workflows, help advisors manage more client relationships, and create more capacity to grow with an AI-powered operating system built for wealth management firms.
Omega brings your CRM, scheduling, client portal, and AI-powered tools together in one connected operating system built to give enterprise wealth management firms the control, consistency, and flexibility to scale.
Manage access across your entire organization with permissions for teams, offices, and roles. Keep everyone connected while safeguarding sensitive client information. It’s the problem single-advisor tools can’t solve.
Give advisors a firm knowledge base and AI tools while keeping control over how they’re used. Firm-wide controls, safeguards for firm and client data, and complete chat audit trails.
Standardize how 50 advisors work without making them all work the same way. Build consistency where it matters and keep flexibility where it counts.
Run your client relationships and firm operations from one connected system. Advisors manage clients, communication, opportunities, and tasks, while leadership and operations get the visibility to manage the business at scale.
From meeting notes to research and follow-ups, Omega’s AI tools handle the work behind the scenes so your firm can streamline workflows, support more advisors, and scale without adding more busywork.
Focus on the client, not the notetaking. Omega listens, captures, and organizes the details of every meeting so you can stay present.
Explore AI Notetaker
Ask questions, manage work, research prospects, and get things done. Omega brings the context and tools you need into one intelligent assistant.
Explore AI AssistantKeep your practice and client data protected with enterprise-grade security, complete visibility, and records you can trust.
Protect sensitive client and practice data with 256-bit encryption, both in transit and at rest.
See a complete history of client activity, communications, meetings, and changes, all in one place.
Track every important action with a complete, transparent record that supports oversight and compliance.
Calendar, email, custodial, planning, and document tools plug into Omega so client data stays in one place and nobody re-keys anything.
One workspace for the advisor doing the work: relationships, meetings, follow-ups, and planning.
For Independent AdvisorsEvery advisor, client record, and process in one connected workspace, with the oversight your team needs.
For Wealth Management FirmsFirm-level controls, audit trails, and governed AI for large advisory organizations.
For Enterprise FirmsSee for yourself how Omega helps enterprise firms bring their practice together, gain visibility into work, and spend more time focused on clients.
