Serve clients with the insight and personalized service they expect. Built for wealth management firms, Omega combines CRM, communication, workflows, and AI-powered tools in one operating system.
Omega brings CRM, scheduling, client portal, workflows, and AI tools together to support the work behind every client relationship, from serving clients to managing the business and keeping operations running smoothly.
Advisors manage client relationships, communication, tasks, and opportunities in one place, with less administrative work standing between them and their clients.
Firm leaders get a clear view of clients, pipeline, and performance, so they can identify opportunities, spot gaps, and make informed decisions.
Operations and support teams standardize processes, assign and track work, and keep everyone aligned across the firm.
Bring client relationships, communication, opportunities, tasks, and the client portal together in one CRM. Advisors, firm leaders, and operations teams gain the visibility and context to support every relationship and deliver exceptional service at every interaction.
From meeting notes to research and follow-ups, Omega’s AI tools help handle the work behind the scenes so advisors can stay focused on 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 wealth management firms bring their practice together, gain visibility into work, and spend more time focused on clients.
