---
description: Review of OmegaFP Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: OmegaFP | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [OmegaFP](/software/563251/OmegaFP)

# OmegaFP

Canonical: https://www.softwareadvice.ie/software/563251/OmegaFP

> OmegaFP is an AI-powered CRM built for fee-only financial advisors and RIAs, with an integrated AI meeting notetaker and AI assistant.

The CRM gives every household, business, and center of influence a unified contact record, with an activity timeline, engagement scoring, client lifecycle stages, and an AI-generated master summary. A kanban-style opportunity pipeline tracks deals by AUM, fee, or commission. A single Tasks surface handles one-off to-dos and branching, AI-authored workflows for onboarding and account audits. Two-way calendar sync with Google Calendar and Outlook, public booking pages, and automatic video-conference links simplify scheduling. Integrated email and SMS, with AI-assisted drafting and a compliance-ready archive, keep client conversations in the CRM. Documents are stored, templated, and shared through a branded client portal, and billing tools cover invoicing, payment links, and client-approved recurring proposals.

The AI Notetaker joins client meetings in Zoom, Google Meet, or Teams, or captures audio through a native desktop app, and produces a verbatim transcript alongside an AI-structured summary of key points, decisions, and financial facts. It extracts action items by owner, suggests CRM updates as approve/reject diffs, drafts client recap emails, and runs on configurable capture tiers, WORM-backed retention, and a state-aware recording-consent engine built for SEC/FINRA compliance.

The AI Assistant is an always-available agent with more than 35 tools that can read and act across the CRM, tasks, meetings, email, and opportunities. Advisors can ask Omega Chat plain-language questions across their entire book of business, receive a daily AI-generated morning brief, and set up Routines — scheduled, goal-driven runs delivered by chat, email, or push. Every action is governed by configurable human-in-the-loop approvals and a full audit trail.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: OmegaFP

## Commercial Context

- **Starting Price**: US$150.00
- **Pricing model**: Flat Rate
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- AI Copilot
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Automation
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Customisable Reports
- Customizable Fields
- Data Import/Export
- Document Management
- Drag & Drop

## Integrations (19 total)

- Bedrock Data
- Claude
- Expo
- Google Calendar
- Google Calendar Extension
- Google Drive
- Google Meet
- Microsoft Outlook
- Microsoft Teams
- Nova
- OAuth
- OCR Image Text Extractor
- Outlook Email Extractor
- Plaid
- Stripe

... and 4 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum

## Category

- [Financial CRM Software](https://www.softwareadvice.ie/directory/3247/financial/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/563251/OmegaFP)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/563251-OmegaFP/> |
| en-AU | <https://www.softwareadvice.com.au/software/563251/OmegaFP> |
| en-GB | <https://www.softwareadvice.co.uk/software/563251/OmegaFP> |
| en-IE | <https://www.softwareadvice.ie/software/563251/OmegaFP> |
| en-NZ | <https://www.softwareadvice.co.nz/software/563251/OmegaFP> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice Ireland","address":{"@type":"PostalAddress","addressLocality":"Dublin","addressRegion":"D","postalCode":"D02 NP94","streetAddress":"2 Park Place, 3rd Floor, Hatch St Dublin, D02 NP94 Ireland"},"description":"We've helped more than 500000 buyers to find the right software.","email":"info@softwareadvice.ie","url":"https://www.softwareadvice.ie/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.ie/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"OmegaFP","description":"OmegaFP is an AI-powered CRM built for fee-only financial advisors and RIAs, with an integrated AI meeting notetaker and AI assistant.\n\nThe CRM gives every household, business, and center of influence a unified contact record, with an activity timeline, engagement scoring, client lifecycle stages, and an AI-generated master summary. A kanban-style opportunity pipeline tracks deals by AUM, fee, or commission. A single Tasks surface handles one-off to-dos and branching, AI-authored workflows for onboarding and account audits. Two-way calendar sync with Google Calendar and Outlook, public booking pages, and automatic video-conference links simplify scheduling. Integrated email and SMS, with AI-assisted drafting and a compliance-ready archive, keep client conversations in the CRM. Documents are stored, templated, and shared through a branded client portal, and billing tools cover invoicing, payment links, and client-approved recurring proposals.\n\nThe AI Notetaker joins client meetings in Zoom, Google Meet, or Teams, or captures audio through a native desktop app, and produces a verbatim transcript alongside an AI-structured summary of key points, decisions, and financial facts. It extracts action items by owner, suggests CRM updates as approve/reject diffs, drafts client recap emails, and runs on configurable capture tiers, WORM-backed retention, and a state-aware recording-consent engine built for SEC/FINRA compliance.\n\nThe AI Assistant is an always-available agent with more than 35 tools that can read and act across the CRM, tasks, meetings, email, and opportunities. Advisors can ask Omega Chat plain-language questions across their entire book of business, receive a daily AI-generated morning brief, and set up Routines — scheduled, goal-driven runs delivered by chat, email, or push. Every action is governed by configurable human-in-the-loop approvals and a full audit trail.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/8ad18f1d-596a-4d05-b4af-821116b5d7b0.png","url":"https://www.softwareadvice.ie/software/563251/OmegaFP","@id":"https://www.softwareadvice.ie/software/563251/OmegaFP#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"150","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Windows on premise, Linux on premise, Chrome, Android, Platform ios, Platform ipad"},{"@id":"https://www.softwareadvice.ie/software/563251/OmegaFP#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/3247/financial/software","@type":"ListItem"},{"name":"OmegaFP","position":3,"item":"/software/563251/OmegaFP","@type":"ListItem"}]}]}
</script>