Launched this week

OmegaFP

Launched this week

Shaped by advisors, one feature at a time.

1 follower

Shaped by advisors, one feature at a time.

1 follower

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OmegaFP is an AI-native operating system for financial advisors and RIAs, combining a CRM, AI meeting notetaker, and an autonomous AI assistant in one system. The the platform serves as the central operational hub to eliminate redundant processes, streamline overhead, and ultimately elevate the entire client experience.

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Launch tags:Web App•Tech•CRM

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OmegaFP started with a firsthand understanding of what it's like to work in financial planning and tax. After 10 years in the industry as a CFP® and EA, we saw an opportunity to build technology around the way financial advisors actually work—not the other way around. Too often, firms have to stitch together a collection of tools to handle CRM, meetings, communication, scheduling, and everything in between. OmegaFP was built to bring those pieces together while giving financial advisors practical, thoughtful ways to use AI in their everyday work—and address the unique challenges they face. Because the technology you use should empower you to better serve your clients, not take your time away from them.

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6d ago