---
description: Discover the benefits and disadvantages of OmegaFP.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: OmegaFP Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [OmegaFP](/software/1111074/OmegaFP)

# OmegaFP

Canonical: https://www.capterra.co.uk/software/1111074/OmegaFP

> OmegaFP is an AI-powered CRM for fee-only financial advisors and RIAs, combining client relationship management, an AI meeting notetake
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses OmegaFP?

Financial Advisors, RIAs, CPAs, Wealth Management Firms, Enterprise Level Firms

## 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

- Activity Dashboard
- Alerts/Notifications
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Management
- Customer Database
- Document Management
- For Financial Institutions
- Lead Management
- Marketing Automation
- Pipeline Management

## 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.capterra.co.uk/directory/30562/financial-crm/software)

## Alternatives

1. [Less Annoying CRM](https://www.capterra.co.uk/software/118921/less-annoying-crm) — 4.8/5 (657 reviews)
2. [Zoho CRM](https://www.capterra.co.uk/software/155928/zoho-crm) — 4.3/5 (6994 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.co.uk/software/204998/bigin-by-zoho-crm) — 4.7/5 (743 reviews)
4. [HubSpot CRM](https://www.capterra.co.uk/software/152373/hubspot-crm) — 4.5/5 (4484 reviews)
5. [Backstop](https://www.capterra.co.uk/software/169054/backstop) — 4.3/5 (46 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/1111074/OmegaFP)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10055573/OmegaFP/> |
| en-AE | <https://www.capterra.ae/software/1111074/OmegaFP> |
| en-AU | <https://www.capterra.com.au/software/1111074/OmegaFP> |
| en-CA | <https://www.capterra.ca/software/1111074/OmegaFP> |
| en-GB | <https://www.capterra.co.uk/software/1111074/OmegaFP> |
| en-IE | <https://www.capterra.ie/software/1111074/OmegaFP> |
| en-IL | <https://www.capterra.co.il/software/1111074/OmegaFP> |
| en-IN | <https://www.capterra.in/software/1111074/OmegaFP> |
| en-NZ | <https://www.capterra.co.nz/software/1111074/OmegaFP> |
| en-SG | <https://www.capterra.com.sg/software/1111074/OmegaFP> |
| en-ZA | <https://www.capterra.co.za/software/1111074/OmegaFP> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"OmegaFP","description":"OmegaFP is a CRM for financial advisors that integrates contact management, scheduling, an AI meeting notetaker, virtual assistants, and financial planning tools. The AI notetaker automates client interaction documentation, while email automation and smart scheduling streamline workflows. Advanced task management and planning tools enhance organization. The platform includes household management for client family structures, team collaboration, role-based access controls, and a client portal for communication and document sharing. Video messaging, screen recording, and reporting tools are available. The platform ensures data security with AES-256 encryption, PII detection, and firm-to-firm data isolation. Immutable audit logs support compliance with SEC Regulation S-P, GLBA, and FINRA standards, including archival for SMS and call recordings.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/496c60ba-6920-4aa2-b27a-b23e11a0738c.png","url":"https://www.capterra.co.uk/software/1111074/OmegaFP","@id":"https://www.capterra.co.uk/software/1111074/OmegaFP#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"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.capterra.co.uk/software/1111074/OmegaFP#faqs","@type":"FAQPage","mainEntity":[{"name":"What is OmegaFP?","@type":"Question","acceptedAnswer":{"text":"OmegaFP is a CRM for financial advisors that integrates contact management, scheduling, an AI meeting notetaker, virtual assistants, and financial planning tools. The AI notetaker automates client interaction documentation, while email automation and smart scheduling streamline workflows. Advanced task management and planning tools enhance organization. The platform includes household management for client family structures, team collaboration, role-based access controls, and a client portal for communication and document sharing. Video messaging, screen recording, and reporting tools are available. The platform ensures data security with AES-256 encryption, PII detection, and firm-to-firm data isolation. Immutable audit logs support compliance with SEC Regulation S-P, GLBA, and FINRA standards, including archival for SMS and call recordings.","@type":"Answer"}},{"name":"Who Uses OmegaFP?","@type":"Question","acceptedAnswer":{"text":"Financial Advisors, RIAs, CPAs, Wealth Management Firms, Enterprise Level Firms","@type":"Answer"}}]},{"@id":"https://www.capterra.co.uk/software/1111074/OmegaFP#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/30562/financial-crm/software","@type":"ListItem"},{"name":"OmegaFP","position":3,"item":"/software/1111074/OmegaFP","@type":"ListItem"}]}]}
</script>