Omega brings your client relationships, workflows, scheduling, communication, and everyday tools together in one place, so you can deliver a more personal experience without adding more work to your plate.
Bring CRM, scheduling, client portals, billing, and intelligent tools together in one place. Omega gives you everything you need to stay connected, follow through, and give every client your best.
Give clients the information, communication, and follow-through they expect, because your success starts with their satisfaction.
Build a practice that can grow without piling on more administrative work. Omega lets you manage more relationships with less friction.
Use connected tools and built-in AI to handle meeting notes, follow-ups, research, and other time-consuming tasks, so you can spend more time advising.
Keep client information, communications, opportunities, tasks, and activity connected in one place. With the full relationship at your fingertips, you can follow through faster and deliver more personal service.
From meeting notes to research and follow-ups, Omega’s AI tools help handle the work behind the scenes so you can stay focused on your clients.
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 independent financial advisors bring their practice together, gain visibility into work, and spend more time focused on clients.
