--- title: "OmegaFP Software Reviews, Demo & Pricing - 2026" description: "Review of OmegaFP Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/product/563251-OmegaFP/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / OmegaFP Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # OmegaFP Review From $150/month 1 plan Wondering if OmegaFP is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview OmegaFP No reviews yet Pricing Starting at $150.00 flat rate per month ### About 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 extr... acts 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. Do you work for OmegaFP? [Manage this product listing](https://www.g2.com/products/omegafp/claim_requests/new?auto=true) Wondering if OmegaFP is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. ## OmegaFP User Interface ## Popular OmegaFP Alternatives Main Product OmegaFP No reviews yet Ratings Breakdown - Ease of use - Value for money - Customer support - Functionality Pricing Starting at $150.00 per month Get Price Alternative Product [eWay-CRM](https://www.softwareadvice.com/crm/eway-profile/) 4.5 [(827)](https://www.softwareadvice.com/crm/eway-profile/reviews/) Ratings Breakdown - 4.43Ease of use - 4.38Value for money - 4.61Customer support - 4.34Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(7003)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4491)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Copper](https://www.softwareadvice.com/product/63221-Copper/) 4.4 [(622)](https://www.softwareadvice.com/product/63221-Copper/reviews/) Ratings Breakdown - 4.46Ease of use - 4.10Value for money - 4.28Customer support - 4.14Functionality Pricing Starting at $12.00 per month Get Price Alternative Product [monday CRM](https://www.softwareadvice.com/marketing/monday-crm-profile/) 4.7 [(467)](https://www.softwareadvice.com/marketing/monday-crm-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.50Value for money - 4.57Customer support - 4.52Functionality Pricing Starting at $12.00 per month Get Price ## OmegaFP Pricing and Plans Starting price: $150.00 per month Free Trial Free Version Essential Plan $150.00 flat rate, per month Plan includes: - Unlimited clients - AI Notetaker - CRM & Contact Management - Video Messaging - Email Automation - Smart Scheduling - Advanced Workflows - AI Assistants - Team Collaboration - Priority Support Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## OmegaFP Features - Popular features found in Financial CRM Activity Dashboard Campaign Management Client Management Customer Database Data Import/Export Document Management Email Marketing Expense Tracking Lead Management Marketing Automation Relationship Tracking - More features of OmegaFP Access Controls/Permissions Activity Tracking AI Copilot Alerts/Notifications API Automation Calendar Management Calendar Sync Collaboration Tools Contact Management CRM Customizable Fields Customizable Reports Drag & Drop Email Management Email Templates Financial Management Forecasting For Financial Institutions Generative AI Interaction Tracking Lead Capture Messaging Mobile Access Pipeline Management Reporting Reporting & Statistics Sales Reports Search/Filter Task Management Task Scheduling Team Assignments Template Management Territory Management Third-Party Integrations Workflow Management ## OmegaFP Integrations Claude Integration rated undefined from -1 review Stripe Integration rated undefined from -1 review OCR Image Text Extractor Integration rated undefined from -1 review Expo Integration rated undefined from -1 review Google Meet Integration rated undefined from -1 review Stripe Billing Integration rated undefined from -1 review See all 15 integrations ## OmegaFP User Reviews No Reviews Yet Be the first to review OmegaFP ## Other Top Recommended Financial CRM Software [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **35** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **29** times [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) **4.0** (3) Recently recommended **24** times [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** (49) Recently recommended **22** times Stuck Between Options? Our experts can help you compare OmegaFP with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice