AdvisorShelf
AdvisorShelf / CRM / OmegaFP

CRM

OmegaFP

One system for advisors to manage clients, automate busywork and get help from an AI teammate.

Made by Omega Tech Ventures, Inc. Visit OmegaFP's website
Starting priceFrom $125/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeLarge firm (21+)Solo2-56-2021+
In their words: “FOR ENTERPRISE FIRMS … Standardize how 50 advisors work”
Vendor says · source
Connections listed1 connectionSnapTrade. Source and date for each below.
Read this before you rely on OmegaFP's details. OmegaFP lists no custodian connection today. Its FAQ says its integration roadmap covers the major advisor custodians and suggests contacting sales for the current status. Sources: Omega Tech Ventures, Inc.'s page.
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What their website looks like

Screenshot of OmegaFP's homepage
OmegaFP's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Essential $150/user/mo
per user, per month
 Billed monthly
14-day free trial. Paying yearly saves 17%.
Essential, billed annually $125/user/mo
per user, per month
 Billed annually
14-day free trial.

Enterprise plan: custom price, priced to the firm's size and requirements

Source: OmegaFP pricing page. Checked on the vendor's site, Oct 6.

Where OmegaFP sits on price

OmegaFPOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

SnapTrade
OmegaFP1 connection listed

Data goes out to

Nothing the vendor says it sends out
Connection cost: not stated on the OmegaFP pages we read (Oct 7).

No custodian, CRM or planning connection found

We didn't find one on the pages of Omega Tech Ventures, Inc.'s site we read. The other software it connects to is listed below.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Omega Tech Ventures, Inc. lists.

SnapTrade
Checked on the vendor's site
  • Data in: portfolio data from connected accounts
Source: OmegaFP integrations page. Checked Oct 6.

Moving to OmegaFP from another tool

What Omega Tech Ventures, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From Redtail

In their words: “Go to Settings → CRM Import and choose Import from Redtail.”

  • What comes across: not confirmed by the words shown
  • How: A built-in import
  • Cost: not confirmed by the words shown
  • Also on the page: “Sign in with your Redtail Username and Redtail Password, or paste a Redtail API Key if your Redtail account uses one.”
Checked on the vendor's site · Oct 6
OmegaFP help: migrate from Redtail to Omega
From Wealthbox

In their words: “Omega connects directly to Wealthbox and imports contacts, tasks and activity history. … Go to Settings → CRM Import and choose Import from Wealthbox.”

  • What comes across: contacts, tasks and activity history
  • How: A built-in import
  • Cost: not confirmed by the words shown
Checked on the vendor's site · Oct 6
OmegaFP help: migrate from Wealthbox to Omega
From Redtail, Wealthbox, Salesforce Financial Services Cloud or a spreadsheet or CSV file

In their words: “OmegaFP supports imports from Redtail, Wealthbox, Salesforce Financial Services Cloud, and generic CSV. … Onboarding includes a guided data-migration session for Essential customers and a managed migration for Enterprise customers.”

  • What comes across: not confirmed by the words shown
  • How: not confirmed by the words shown
  • Cost: not confirmed by the words shown
  • Also on the page: “Migration typically takes one to two weeks, depending on the size of your book and the amount of information that needs to be ported over.”
Checked on the vendor's site · Oct 8
OmegaFP FAQs: integrations and migration

Leaving later

The firm principal can export all firm data from Settings, under Data & Privacy, as a download.
Checked on the vendor's site · Oct 6

Source: OmegaFP help centre: How do I export all of my firm's data?

Fits best if

Our judgement

We haven't assessed fit for OmegaFP yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare OmegaFP with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile
Wealthbox
From $59/user/mo
Checked on the vendor's site · Oct 6
Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile
View profile
Maximizer
From $65/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Altitude CRM
From $900/user/yr
Checked on the vendor's site · Oct 20
No custodian connection listed
View profile

Corrections

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