OmegaQ Sigma
The advisory operations hub
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Free
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About
Sigma, by OmegaQ, is the private operations platform for registered investment advisory firms. Advisors and staff use it to see households and accounts, manage daily workflow, and capture meeting notes — all in one secure, firm-branded place.
The app adds reliable in-office meeting recording: start a recording, and it keeps running even while your phone is locked, then uploads it to your firm's OmegaQ workspace to be transcribed and summarized for the client file.
Sigma is for licensed advisory-firm personnel. Access requires an account issued by a firm that uses OmegaQ.
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What's New in OmegaQ Sigma
1.1.0
August 31, 2026
• Secure client messaging — plus internal team chat, 1:1 and group • Tap any household member to open their profile and accounts • Schedule meetings from the dashboard, calendar, or a household • Front-desk view: see and book on any advisor’s calendar • Join client video meetings right from the dashboard • Record and auto-transcribe meeting notes • Refined iPad layout and sign-in
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