---
description: Learn how OmegaFP can help your business. GetApp provides users in Ireland with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: OmegaFP Price, Reviews & Ratings | GetApp Ireland 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [OmegaFP](/software/2143239/omegafp)

# OmegaFP

Canonical: https://www.getapp.ie/software/2143239/omegafp

> OmegaFP is a practice management platform designed for fee-only financial advisors that combines customer relationship management, scheduling, and AI-powered tools. The platform includes features such as an AI notetaker, email automation, smart scheduling, video messaging, and custom AI assistants. OmegaFP offers team collaboration capabilities, a client portal, and security features including AES-256 encryption and role-based access controls.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of OmegaFP

Combines CRM, scheduling, AI virtual assistant, and planning tools in a single platform designed for fee-only financial advisors
Offers advanced security features, including end-to-end encryption, role-based access controls, and firm-level data isolation
Supports regulatory compliance with SEC, GLBA, and FINRA requirements, including WORM archival for communications
Enables efficient client management with unlimited contacts, AI-powered notetaking, and automated workflows
Provides customizable options for firms, such as tailored AI assistants, integrations, and white-label branding

## 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.getapp.ie/directory/1265/financial-crm/software)

## Links

- [View on GetApp](https://www.getapp.ie/software/2143239/omegafp)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/omegafp/> |
| en-AE | <https://www.getapp.ae/software/2143239/omegafp> |
| en-AU | <https://www.getapp.com.au/software/2143239/omegafp> |
| en-CA | <https://www.getapp.ca/software/2143239/omegafp> |
| en-GB | <https://www.getapp.co.uk/software/2143239/omegafp> |
| en-IE | <https://www.getapp.ie/software/2143239/omegafp> |
| en-NZ | <https://www.getapp.co.nz/software/2143239/omegafp> |
| en-SG | <https://www.getapp.sg/software/2143239/omegafp> |
| en-ZA | <https://www.getapp.za.com/software/2143239/omegafp> |

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