Trusted with $5Bn+ in client assets
Ourea OneView Wealth Management Platform
Direct API integrations with
Templeton MetLife Goldman Sachs
Built for regulated institutions
Built for SCA- and Central Bank of the UAE-regulated firms, and onshore or offshore institutions where accuracy, auditability and scale are not negotiable.
Banks and financial institutions
Enterprise portfolio management, client reporting and regulatory reporting that holds up under scale and scrutiny.
Wealth management firms
A single source of truth across 20+ custodians, brokers and fund administrators, connected by direct API rather than spreadsheets.
Advisory firms and family offices
Give every adviser the full client picture, and give every client the transparency they now expect as standard.
One platform. Complete clarity.
OneView aggregates data from your connected providers through direct API integrations, then normalises and enriches it. What reaches your advisers is not a data dump but a decision-ready view.
From raw data to informed action
Monitor
Real-time visibility across every client portfolio. Valuations, contributions and performance in one view.
Automate
Policy administration, premium tracking and reporting workflows run themselves, freeing your operations team.
Interrogate
Find any client, policy or holding across the entire book of business in a single query.
Target
Surface coverage gaps, shortfalls and suitable products before the opportunity passes.
Built for every role
Clients, advisers and operations teams all work from the same reconciled data, with the access each of them should have.
Client portal
The transparency your clients now expect, without adding work for your advisers.
- Live access to investment and protection portfolios
- Direct adviser contact and secure messaging
- Controlled shared access for beneficiaries
Adviser dashboard
Everything an adviser needs to serve existing clients and grow their book.
- Every client portfolio and its performance in one place
- Fund and portfolio performance analysis
- Missed premiums surfaced and resolved quickly
- All factsheets available from a single location
Back office
Operational leverage for the teams that keep the firm running.
- Account management and administration
- Investment analysis and client reporting
- Monitoring and exception alerts
- Automated workflow management
“We were reconciling client data by hand across a dozen provider portals. Ourea gave our advisers one accurate view of every portfolio, and turned a client review that took days into one that takes minutes.”
SOC 2 aligned
Controls modelled on SOC 2 across security, availability and confidentiality.
Role-based access
Granular permissions so each team sees exactly what it should, and nothing more.
Complete audit trails
Every record and change is logged, so you can answer a regulator without a fire drill.
99.9% uptime SLA
Contractual availability, with the monitoring and redundancy to back it.
Why institutions choose Ourea
Purpose-built, not adapted
The platform was designed from the ground up for financial workflows, rather than a horizontal tool bent into a vertical shape.
Regional depth, global standard
A deep working knowledge of UAE regulation and Middle Eastern markets, delivered to the engineering and security standards of global enterprise software.
Data as a first principle
We do not simply display data. We unify, normalise and enrich it, so that what your team acts on is complete and correct.
Enterprise-grade from day one
The security posture, access control and availability guarantees you would expect from a platform entrusted with billions.
See Ourea against your own workflows
Book a 30-minute walkthrough. No generic demo — we will show you how the platform handles the providers and processes your firm actually uses.
Let's start a conversation
Whether you are comparing platforms or ready to begin, our team will give you a straight answer.