AE Summit vs OmegaQ Sigma

Make the most of this time to grow, collaborate and network on our Summit trips! Enhance your time onsite by downloading the AE Summit app to stay connected during our trip. This is the official app that will allow you to view the Advisor Summit and CEO Summit information you will need on each trip. When you download the app, you gain access to your personalized agenda where you can see your selected activities and additional details. Important announcements to keep you up to date. Networking opportunities with other advisors and AE team members, as well as the ability to communicate directly with event staff. All the exciting experiences on the activity feed. The ability to view and save event documents and photos. Pertinent event information. Real-time updates from the event staff.

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.