How does Omega support books-and-records requirements?

Omega retains the communications and meeting records your firm generates, in forms designed to support SEC and FINRA recordkeeping expectations:

• Meeting recordings, transcripts and notes — Notetaker, under your retention policy
• Email — The compliance Email Archive
• Text messages — The SMS archive and review queue
• Field-level record changes — The contact's activity timeline
• User activity — Settings → Activity
• AI conversations and actions — Mission Control and the AI chat audit