You hold some of the most sensitive information in your clients' lives, and you are accountable for it. So are we. Here's how Omega protects what you put into it, and what we'll tell you if you ask.
Security isn't a setting you have to remember to switch on. These protections apply to every firm on Omega, on every plan, by default.
Client data is encrypted in transit and at rest. Nothing sensitive travels or sits in the clear, including notes, documents, and meeting transcripts.
Your firm's records are separated from every other firm on the platform. One firm can never see, search, or reach another firm's data.
Decide who on your team sees what, down to the record. Permissions follow the person, and change the moment you change them.
Our security program is examined against the SOC 2 Trust Services Criteria. Ask us for the current report and we'll walk you through it.
Every record change is logged with who did it and when. When compliance asks what happened to an account, the answer is already there.
If there's an incident that affects your data, you'll hear it from us quickly and in plain language, with what we know and what we're doing.
Your client data belongs to your firm. We hold it so the software works, and for no other purpose.
Export your records whenever you want, in formats you can actually use. Leaving should be as straightforward as arriving.
We keep a current list of the providers involved in running Omega and what each one does. Ask and we'll send it.
Due diligence questionnaires, security reviews, a call with your compliance team — send it our way. If you're after the security features inside the product, that's a different page.
