Wealth management software that powers financial services
Ourea builds the wealth management CRM and KYC compliance software trusted by firms managing over $5Bn in assets. Direct API integrations with Zurich, Friends Provident, and 50+ providers.
Wealth management software built for regulated institutions
Banks & Financial Institutions
Enterprise-grade platforms for portfolio management, client reporting, and regulatory compliance at scale.
Wealth Management Firms
Wealth management CRM with direct API connections to Zurich, Friends Provident, and 50+ custodians, brokers, and fund administrators — giving advisors a single source of truth.
Regulated Businesses
KYC software purpose-built for Dubai and the UAE. AML compliance, ongoing due diligence for real estate brokerages, family offices, and any regulated business in the UAE.
Two platforms. One mission.
OneView™
Wealth management software and CRM that unifies portfolio data across Zurich, Friends Provident, and 50+ providers into a single, real-time view.
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OneApprove™
KYC software for Dubai and the UAE. Intelligent client onboarding, identity verification, and ongoing AML compliance for regulated businesses.
Learn moreWhy institutions choose Ourea
Purpose-built, not adapted
Every platform is designed from the ground up for specific financial workflows — not repurposed horizontal software forced into a vertical.
Regional depth, global standard
Deep understanding of UAE regulations and Middle Eastern markets, delivered with the engineering quality and security standards of global enterprise software.
Data as a first principle
Our platforms don't just display data — they unify, normalise, and enrich it. Every decision your team makes is grounded in a complete, accurate picture.
Enterprise-grade from day one
SOC 2 aligned security, role-based access, full audit trails, and 99.9% uptime SLAs. The infrastructure you'd expect from platforms managing billions.
See what Ourea can do for your institution
Book a 30-minute walkthrough with our team. No commitment, no generic demo — we'll show you how Ourea applies to your specific workflows.
Let's start a conversation
Whether you're evaluating platforms or ready to get started, our team is here to help.