OmegaFP vs Wealthbox: Which Advisor CRM Fits 2026

The record you are actually buying

An advisor CRM is the household system of record for people, tasks, notes, and follow-ups, so the firm can show what it did for each client. TL;DR: OmegaFP is a bundled practice platform, and Wealthbox is a tiered advisor CRM, and the close call is whether meeting notes sit inside the seat price and which security report exists on the day you sign. The product behind the search term is still named OmegaFP. Its pricing page is copyrighted by Omega Tech Ventures, Inc., and the pricing, FAQ, and security pages do not describe a rename, a merger, or a shutdown.

Wealthbox is the older specialist CRM. Cofounders John Rourke and Dan Ferranti started it in 2014, and the company says thousands of advisory firms run on it, according to Wealthbox (2014). That history matters only because the buyer is not looking at a discontinued name. The category decision comes first. A wider map of this category sits in our advisor CRM guide for 2026. Neither product is the portfolio book. Positions, trading, and performance stay in whatever accounting system the firm already trusts.

Adviser count: 16,544 firms according to Investment Adviser Association (2026), with client relationships up 7.7% to 73.7 million and assets up 22.3% to $176.8 trillion in 2025. Most of those firms are small businesses, which is why a per-user price changes the budget faster than a feature slogan does. The rest of this comparison stays on public pages opened for this review. Where a vendor does not print a dollar amount, the price is Quote-based.

Who this is for

This comparison is for an operations or compliance lead at an independent RIA or fee-only advisory firm who will live in the CRM after the contract is signed. You are close to a choice. You care which tasks, notes, and recordings a reviewer can reconstruct, and you care what eight logins will cost next year. You do not need a general sales CRM with a financial skin.

Small-firm share: 92.8% according to Investment Adviser Association (2026), and advisers focused on individual clients averaged 8 employees and $424 million in assets. That 8-employee average is the headcount used in the license math later. It is an industry average, not a minimum size we invented for either product.

Red flags: you need portfolio accounting, trading, and performance inside this same login; you require a finished SOC 2 Type II report from OmegaFP before you sign; you require OmegaFP's API documentation during procurement, before the firm is a customer. Any one of those three should stop the purchase until the gap is closed in writing. A firm that fails the first flag is shopping for a portfolio system and using a CRM shortlist by mistake.

What the advisor survey counted

CRM use: 91.08% of firms according to PLANADVISER (2026), in a T3 and Inside Information survey of 2,906 advisory participants fielded from November 2025 through February 2026. The same report put financial planning tools at 83.30% and portfolio tools at 74.40%. CRM is common. It is not universal, and the survey is a self-selected advisor panel, not a census of all 16,544 SEC-registered advisers.

Wealthbox share: 17.48% according to PLANADVISER (2026), down from 21.62% in the prior survey, while Orion Redtail stood at 42.53%, up from 26.32%, and Advyzon stood at 10.19%. Read that drop as a share shift inside one survey, not as proof that any firm should leave or stay. Orion Redtail's move is a reason to read our Redtail and Wealthbox comparison before you treat a switch as automatic. OmegaFP does not appear in that CRM share list on the page we opened.

The factual column is the survey and the industry snapshot. The analysis is narrower. A 17.48% share means a peer firm has probably seen Wealthbox. It does not mean OmegaFP is a weak product, because absence from one questionnaire is not a user rating. A public listing shows no user reviews yet for OmegaFP, describes an assistant with more than 35 tools, and scores Wealthbox at 4.7 out of 5 from 146 reviews, according to Software Advice (2026). Use the review count as a maturity signal, and use the vendor pages for price.

Price pages, not remembered rates

Pricing checked October 9, 2026. Enterprise on both products is Quote-based. Do not budget a custom tier from a neighboring firm's contract.

Essential monthly price: $150 per user according to OmegaFP (2026), with annual billing at $125 per user per month, equal to $1,500 per user per year, a stated 17% saving, no setup fee, a 14-day trial, and a typical migration of one to two weeks, on a page copyrighted by Omega Tech Ventures, Inc. The Essential list includes the AI notetaker, CRM, video messaging, email automation, smart scheduling, advanced workflows, AI assistants, team collaboration, and priority support. Unlimited clients are on that same list. Paying yearly is what produces the $125 rate. The monthly rate stays $150 if you keep month-to-month billing.

Basic plan price: $59 per user according to Wealthbox (2026), where the Pro plan costs $75 per user per month, the Premier plan costs $99 per user per month, Enterprise is custom, the AI Notetaker add-on lists an introductory $49 per user per month, the firm is described as SOC 2 Type II certified, opportunity pipelines are 1, 3, 5, and unlimited, file storage is 2 GB, 5 GB, 10 GB, and 20 GB, contact roles and teams are absent on the Basic plan and then cap at 3 and 5 before unlimited, workspaces are 1, 1, 5, and unlimited, and from the Pro plan upward custom object types are 1, 10, and 20, with 25, 100, and 200 fields and record caps of 20,000, 1,000,000, and 2,000,000. The signup links on that page point at yearly paths, so confirm whether a month-to-month bill differs before you sign. Workflows, two-way email sync, and broadcast email start on the Pro plan. The notetaker is an add-on on every plan, including Enterprise.

The 8-seat totals multiply the published per-user rate by the 8-employee average for advisers who serve individuals. They are illustrative license math, not a quote. The notetaker row is the add-on alone. It stacks on a base plan. Basic plus the add-on is $5,664 plus $4,704, or $10,368 a year, and that stack still has no workflows. Pro plus the add-on is $7,200 plus $4,704, or $11,904 a year. Premier plus the add-on is $9,504 plus $4,704, or $14,208 a year. Annual billing on OmegaFP is $12,000 for the same eight seats, and that price already includes the notetaker.

Those caps are the operational half of the price. A compliance shop that stores meeting files will feel 2 GB per user on the Basic plan long before it feels the dollar gap. A firm that separates teams by office will care that workspaces stay at 1 until the Premier plan, which lists 5, while Enterprise is the tier that lists unlimited workspaces plus SSO. That Enterprise cell stays Quote-based until sales writes a number.

How we evaluated these advisor systems

We weighted the choice for an operations or compliance lead who is close to signing, not for a feature tour. Seat price and the way meeting notes are packaged each carry 20%, because those two lines change the budget in the first year. Published pipeline caps and the retention claim each carry 15%, because a tier that is too small, or a record you cannot keep, shows up in an exam file. The stated migration window, Wealthbox's survey share, and the 8-employee average each carry 10%. They explain context. They do not override a missing control. The weights sum to 100%. We did not invent a score for either vendor.

The anchor column uses only figures from the pages cited above, plus the retention figure cited in the OmegaFP profile below. A factor with a high weight can still lose. If your examiner will not accept an audit that is still underway, the 20% price weight does not rescue the bundle. If you will never turn on a notetaker, the $49 line should not dominate the worksheet. Write the exception in the margin of the order form so the committee sees it.

Where the products differ on a review

The matrix separates what each vendor prints from what a reviewer still has to confirm. "Included" means the vendor lists it on the Essential plan or on the Wealthbox pricing grid. "Not listed" means we did not treat silence as a promise either way.

Factual reading: OmegaFP sells a wider bundle at one seat price, and Wealthbox sells a CRM with sharper published caps and a notetaker that is extra. Analysis for this reader: the bundle wins on invoice simplicity when you would otherwise buy notes, scheduling, and video separately. The tiered CRM wins when you need to show a finished SOC 2 Type II claim, a public API reference, and a storage number your examiner can match to a plan name. Firms that need a heavier admin model than either pricing page prints should read our Wealthbox and Salesforce comparison before they assume Enterprise language is enough.

OmegaFP, the bundled practice desk

Best fit is a fee-only or independent advisory firm that wants the notetaker, scheduling, video messaging, email automation, and workflows inside one per-user price, and that can accept an audit still underway. The CRM page describes contact records, SMS, a branded client portal, opportunity tracking, and client billing. Its FAQ says the assistant can be set to require approval, to auto-approve low-risk steps, or to run some actions quietly, and that every action is logged. That approval switch is the control a compliance lead should test, not the marketing line about saving time.

WORM retention: up to 7 years according to OmegaFP (2026), where a SOC 2 Type II audit is still in progress, data is described as AES-256 at rest and TLS 1.2+ in transit, and the firm says its records are built around Advisers Act Rule 204-2, SEC Rule 17a-4, and FINRA Rule 3110. Those rule citations are the vendor's description of design intent. They are not a law firm's opinion and not a finished exam. The same page says a copy of the in-progress report is available to enterprise prospects on request. Ask for it before you treat "in progress" as "in place." PII handling is described as tokenization or redaction of names, account numbers, Social Security numbers, and addresses before data reaches a model provider.

Limitations are concrete. The FAQ says API documentation goes to active customers, so a security review cannot read the reference during procurement unless sales makes an exception. Custodian and portfolio links are described there as a roadmap, not as a finished directory, so confirm Schwab, Fidelity, or your portfolio tool by name. The public listing cited above has no user reviews yet. Client data, the FAQ says, is not used to train the models. Hosting is described as U.S. cloud infrastructure, with regional options for enterprise buyers on request. A data processing agreement is available on request. None of that replaces the portfolio system.

Implementation, on the vendor's own pages, is a guided migration for the Essential plan and a managed migration for Enterprise, with imports from Redtail, Wealthbox, Salesforce Financial Services Cloud, and CSV. The pricing page says most migrations take one to two weeks and that there is no setup fee. Cancellation on the Essential plan takes effect at the end of the current period, and the firm says data stays exportable. The 14-day trial does not charge a card to start, and the pricing page says nothing is charged automatically when the trial ends. Budget staff time for a sample household import anyway. A one-to-two-week window is the vendor's typical case, not a promise about a messy book with years of notes.

Primary evidence is the pricing page for dollars and the migration window, and the security page for retention and the audit status. The FAQ is the source for the API limit, the import sources, and the assistant approval settings. Treat any savings calculator on the vendor site as the vendor's worksheet. This article uses only the list prices above.

Wealthbox, the tiered advisor CRM

Best fit is a firm that wants a CRM peers already use, a SOC 2 Type II claim the vendor states as certified, published limits you can match to a plan, and a public API reference your developer can open before the contract. The 17.48% survey share supports familiarity. It does not promise that your custodial files will reconcile themselves. The about page says the product integrates with custodial platforms and wealthtech tools. Confirm your actual custodian, planning tool, and portfolio system on a current integration list during the trial, because a category claim is not your firm's plug-in.

Limitations show up at the tier boundary. The Basic plan is a contact, task, and single-pipeline CRM with 2 GB of storage and no workflows. The Pro plan is where workflows, two-way email, and broadcast email appear, with 3 pipelines, 3 contact roles, 3 teams, and 5 GB. The Premier plan is where you get 5 workspaces, template sharing, and the larger custom-object caps. API development support is not marked on the Basic or Pro columns of the pricing grid. The public API reference still describes personal access tokens for in-house work, so confirm that a token exists on the plan you will buy rather than assuming the dash means the door is locked. The notetaker remains $49 per user per month on top. Enterprise is Quote-based and is the column that lists SSO, unlimited workspaces, and a dedicated manager.

Implementation help is listed as migration assistance, data portability, and a help desk on the pricing page. Wealthbox does not print a day count for a typical move on that page, so do not borrow OmegaFP's one-to-two-week figure and paste it onto this product. Plan changes take effect at the next billing cycle. Notes can be archived under the compliance features listed for the plans. Mobile access is described as a companion app synced to the web account. For a multi-office firm, the workspace cap is the implementation question: 1 workspace on the Basic and Pro plans, 5 on the Premier plan, unlimited only on Enterprise.

Primary evidence is the pricing page for every dollar and cap in the tables, the about page for the 2014 founding, and the PLANADVISER report for the 17.48% share. A firm that needs organization-wide admin, SSO, and export restrictions on day one should get the Enterprise scope in writing. Until that number arrives, keep the cell Quote-based. If the real need is a broader admin model than a purpose-built advisor CRM, the Salesforce comparison linked above is the next read, not a guess inside this one.

Eight seats and one contact field

An individual-client firm at the published average of 8 employees is a fair illustration, not a quote. On monthly billing, the Essential plan at $150 per user is 8 times $150, which is $1,200 a month and $14,400 a year. Annual billing at $125 per user, or $1,500 per user per year, is 8 times $1,500, which is $12,000 a year. The Pro plan at $75 per user is 8 times $75, which is $600 a month and $7,200 a year. The AI Notetaker add-on at $49 per user is 8 times $49, which is $392 a month and $4,704 a year, so the Pro plan plus the add-on is $11,904 a year, which is $96 under the annual OmegaFP total. The Premier plan at $99 per user is 8 times $99, which is $792 a month and $9,504 a year, and the Premier plan plus the notetaker is $14,208 a year, which is $2,208 above the annual OmegaFP total. None of that math files the new household. A configurable follow-up still has to read contact_type on the Wealthbox contact, and a person has to confirm the value is Client before onboarding tasks go out.

The $96 gap is the interesting result, and it is easy to miss if you compare the $150 rate only with the $59 rate. Basic at 8 times $59 is $472 a month, or $5,664 a year, but that plan does not include workflows. Once the firm needs workflows and meeting notes, annual OmegaFP and the Pro plan plus the notetaker land within $96 a year on this headcount. The decision then moves from price to the audit status, the API paperwork, and whether video and scheduling are already inside the seat. If you bill OmegaFP month to month, the same eight seats are $14,400, which is $2,496 above the Pro-plus-notetaker stack. Billing term is part of the comparison, not a footnote.

A reviewed handoff above either CRM

License math does not finish the work a reviewer asks about. Someone still has to turn a new client, or a fresh meeting note, into a task that a named person approved. When contact_type on a Wealthbox contact changes to Client, a proposed US Tech Automations workflow can read that contact from the REST API or from a scheduled CSV export, open an onboarding checklist, and park the tasks for the advisor named on the record. The prerequisite is a token or a file the firm is allowed to generate, because the pricing grid does not mark API development support on the Basic or Pro columns, and OmegaFP gives API documentation to active customers rather than posting it for a pre-buy review. A compliance or operations reviewer approves the checklist before any client message is sent. The output is a dated task list held in a review queue. This is a configurable design, not a live firm and not a measured result.

After a meeting summary lands in either product, a second proposed US Tech Automations handoff checks that a recording-consent marker is present, routes a missing marker to a compliance queue, and blocks the summary from being shared until a named reviewer approves or edits it. The prerequisite is an export of the summary, plus a field the firm agrees to treat as the consent marker. The output is either an approved note on the household or a hold that records who stopped it and when. No time saved is claimed. The same pattern can carry a later alert when assets cross a level the firm defines, which is the job described in our AUM milestone alerts, and it can feed the follow-up sequence in our lead nurturing guide for advisors. Both of those stay proposals until the export and the reviewer exist.

When NOT to use US Tech Automations

Stay inside the CRM when the Pro plan or higher already covers the task and nobody outside that system has to sign. Skip an outside layer when the firm will not issue an API token or a weekly export, because there is nothing reliable to read. Keep a single Zapier path when one person maintains one reminder and the firm does not need a reviewed log of each run. In those three cases the simpler tool is the better buy, and adding another product only creates a second place for the same task to fail.

The no-code path, stated fairly

Zapier, Make, and n8n can keep a run history, retry a failed step, branch on an error, and store an audit record when the firm builds those paths on purpose. The buyer then owns idempotency so one change to contact_type does not open two checklists, plus access control, escalation, and the upkeep when a vendor field is renamed. A proposed US Tech Automations design can set the review stop and the duplicate check in the configuration, with the same prerequisite that an API token or a scheduled export exists, and with the same human approval before a client-facing message. The no-code tools remain a fair choice when the firm wants to own that design and has someone who will maintain it. They are a weak choice when the only person who understands the path is leaving and nobody else can explain the log.

What differs is who arrives with the review gate already drawn. A no-code build can reach the same gate. It starts from a blank canvas, so the firm designs observability, retries, and the escalation path itself. The proposed configuration above still needs the CRM export, still needs a person on the approval step, and still should be tested on a handful of households before it touches the full book. Do not read either route as a finished control until you have watched one failed run land in a queue a human actually opens.

Glossary for the buying meeting

Advisor CRM means the system that holds households, activities, and tasks. It does not mean the performance report.

Household means the grouped people the firm serves together, such as spouses and dependents, so notes are not stranded on one person.

RIA means a registered investment adviser. The 16,544 figure in this article is the SEC-registered count from the 2026 snapshot, which is not the same thing as every state-registered firm.

SOC 2 Type II means an independent control report over a period of time. "In progress" is not the same status as "certified."

WORM means write once, read many. OmegaFP states retention of that kind for up to 7 years. Confirm the clock starts when your policy says it starts.

Opportunity pipeline means the stages a prospect moves through before becoming a client. Wealthbox prints a cap of 1, 3, 5, or unlimited by plan.

Contact type means the label on a person, such as Client or Prospect. On the Wealthbox API the field is contact_type.

Quote-based means the vendor did not print a dollar amount. Enterprise on both products is Quote-based here. Do not fill the blank with a neighbor's invoice.

Mistakes that show up after signature

Comparing the $59 rate with the $150 rate, and stopping there, ignores the notetaker. On eight seats the honest stacks are $11,904 and $12,000 a year once the Pro plan and the add-on are both included and OmegaFP is billed annually.

Assuming the Basic plan includes workflows. It does not. Workflows start on the Pro plan. A firm that buys the cheaper seats and then discovers it cannot assign a multi-step review will pay the upgrade at the next cycle anyway.

Treating an audit "in progress" as a report you can hand an examiner tomorrow. Ask OmegaFP for the in-progress package in writing, and ask Wealthbox which plan the SOC 2 Type II claim covers. Put the answer in the vendor file.

Assuming a public API reference means your plan includes vendor help building the integration. The pricing grid does not mark API development support on the Basic or Pro columns. And assuming OmegaFP's API can be reviewed like a public doc will stall procurement, because the FAQ says those docs go to active customers.

Letting a notetaker write back to the household with no reviewer. Both vendors describe human control in different words. If your policy says a person approves notes, configure that stop before the first client meeting is recorded. A missed consent marker is a compliance event, not a software preference.

A closing checklist

Use this list in the meeting where someone has to say yes or no. Check each line against the order form, not against a slideshow.

• Count logins, not just advisors. The 8-seat math changes if assistants need seats.

• Lock the billing term. Monthly OmegaFP is $150 per user. Annual is $125 per user, billed at $1,500 per user per year.

• If you stay with Wealthbox, add $49 per user per month for the notetaker or record that you will not use one.

• Match storage, pipelines, roles, teams, and workspaces to the plan, using the caps table above.

• Write down the SOC 2 status you were promised and who will send the report.

• Import one real household from your current CRM before you migrate the book. OmegaFP's typical window is one to two weeks. Wealthbox does not print a matching number.

• Name the consent field and the person who may release a meeting summary.

• Confirm an API token or a scheduled export on the tier you will buy before anyone designs a handoff.

• Keep Enterprise Quote-based until a written price arrives.

• Decide whether portfolio data stays outside this CRM. It should.

Key Takeaways

• OmegaFP is the current product name, on a site copyrighted by Omega Tech Ventures, Inc., with no rename or shutdown described on the pages reviewed here. Wealthbox has been sold as Wealthbox since the 2014 launch.

• The Essential plan costs $150 per user per month, or $125 per user per month when billed as $1,500 per user per year. Wealthbox lists the Basic plan at $59, the Pro plan at $75, and the Premier plan at $99 per user per month. Enterprise on both is Quote-based.

• On 8 seats, annual OmegaFP is $12,000 a year. The Pro plan plus the $49 notetaker add-on is $11,904 a year. The Premier plan plus that add-on is $14,208 a year. The Basic plan is cheaper and does not include workflows.

• OmegaFP states WORM retention of up to 7 years and says its SOC 2 Type II audit is still in progress. Wealthbox describes the firm as SOC 2 Type II certified. Ask for the report that matches the sentence you were told.

• Wealthbox's share of the 2026 advisor software survey was 17.48% of 2,906 participants, down from 21.62%, with CRM in use at 91.08% of that panel. That is familiarity, not a test result.

• Choose OmegaFP to put notes, scheduling, video, and email inside one seat price. Choose Wealthbox for published tier caps, a public API reference, and a certification claim you can request today. Add a reviewed handoff only when the CRM export and a named approver both exist.

FAQ

Is OmegaFP a renamed or discontinued CRM?

No. OmegaFP is the name on the current pricing and security pages, which are copyrighted by Omega Tech Ventures, Inc., and those pages do not describe a rename, a merger, or a shutdown. Wealthbox is also still sold under that name, with the 2014 founding noted by the company. If a colleague mentions a different "Omega" in wealth management, make sure they mean this practice platform before you compare contracts.

How much does the Essential plan cost against Wealthbox?

The Essential plan on OmegaFP costs $150 per user per month, or $125 per user per month on annual billing, while the Basic plan costs $59, the Pro plan costs $75, and the Premier plan costs $99 per user per month, and the notetaker add-on lists $49 per user per month. Enterprise on both products is Quote-based. For eight seats, put the notetaker on the Wealthbox side before you call one option cheaper. Pricing checked October 9, 2026.

Does the Wealthbox base price include meeting notes?

No. The pricing page lists the AI Notetaker as an add-on at an introductory $49 per user per month on every plan, including the tiers that already cost $59, $75, or $99. OmegaFP includes its notetaker in the Essential plan at $150 per user per month, or $125 if you bill annually. If you will not record meetings, drop the $49 line from the Wealthbox total and compare the CRM tiers alone.

Which product fits a fee-only firm with a compliance reviewer?

Choose OmegaFP if you want notes, scheduling, video, and email in the seat price and you can accept a SOC 2 Type II audit that is still in progress, with a stated WORM window of up to 7 years. Choose Wealthbox if you want a vendor that already describes itself as SOC 2 Type II certified, with published caps and a public API reference. Either way, name the person who approves a note before it is shared.

Can either CRM replace portfolio accounting?

No. Both products are built around relationships, tasks, and communication. The industry snapshot puts portfolio tools in a different category from CRM, and the survey still shows firms buying both. Keep performance, trading, and fee billing from custodian data in the portfolio system. Use the CRM to show who was called, what was promised, and which task is still open.

What should we verify before we add a workflow above the CRM?

Confirm you can export the household or call an API on the plan you will actually buy, and name the reviewer who must approve a client message. The Wealthbox pricing grid does not mark API development support on the Basic or Pro columns, and OmegaFP's FAQ says API documentation is for active customers. A no-code tool can do the job if your team will own retries, duplicate prevention, and the log. If you want that review stop configured with the CRM export as a prerequisite, see how US Tech Automations configures this.