Purpose-built wealth management software for firms that can't afford to compromise
Ourea consolidates and unifies your data across every custodian and provider so you can analyse any portfolio, deliver complete transparency to clients, and make better decisions — faster.
Your tools weren't built for this
Financial advisory is more competitive, more regulated, and more data-intensive than ever. Yet most firms still operate on tools that weren't designed for the complexity of modern wealth management.
Fragmented data, fragmented decisions
Your advisors log into Zurich, Friends Provident, and dozens of other provider portals every day. Data lives in silos. Reconciliation is manual. No one has the complete picture.
Compliance is getting harder, not easier
KYC requirements in Dubai and the UAE are tightening. Manual compliance processes are slow, error-prone, and create risk. You need software that was built for these regulations from day one.
Client expectations have changed
Clients expect real-time visibility, transparent reporting, and digital-first experiences. Generic CRM software wasn't designed for the complexity of multi-custodian wealth management.
We needed a wealth management platform that could unify data from every provider we work with — not another generic CRM that we'd have to force into our workflows. Ourea understood that from day one.
The Ourea Advantage
Work without limits: any data, any provider, tailored to your workflows and your clients' expectations. Two platforms, one mission — delivered with the engineering quality of enterprise software.
Aggregate every provider in one place
OneView connects directly to Zurich, Friends Provident, and 50+ custodians, platforms, and fund administrators through secure API integrations. Your wealth management CRM pulls data automatically — no CSV uploads, no manual reconciliation, no logging into separate portals.
High-quality data you can trust
As data flows into OneView from Zurich, Friends Provident, and every other provider, it is normalised, grouped, and verified. Automated checks flag inconsistencies across all asset classes so your team works with accurate, reconciled data — not spreadsheets full of question marks.
Analyse any portfolio in seconds
Our wealth management software represents all financial transactions and holdings in a unified data structure. Instantly analyse any portfolio across complex ownership structures, multiple asset classes, and multi-currency scenarios. Drill down from firm-level aggregates to individual transactions.
KYC and compliance, purpose-built for the UAE
OneApprove is KYC software designed specifically for Dubai and the UAE. Identity verification, document processing, risk screening, and ongoing monitoring — all automated, all compliant with UAE Central Bank, SCA, and RERA regulations. Under 2 minutes per verification.
Reporting your clients actually want
Give clients the transparency they expect from a modern wealth manager. Real-time portfolio views, performance analytics, and branded reporting — accessible through secure client portals that reflect the quality of your advisory relationship.
Enterprise-grade security from day one
SOC 2 aligned security controls, role-based access, full audit trails, and 99.9% uptime SLAs. Your data is encrypted at rest and in transit. We're trusted by firms managing over $5Bn in assets because we treat security as infrastructure, not an afterthought.
Everything your firm needs, nothing it doesn't
OneView™
Wealth management software and CRM with direct Zurich and Friends Provident API integrations. Unify portfolio data, automate workflows, and give every advisor a single source of truth.
- Zurich & Friends Provident API integration
- 50+ provider data feeds
- Client portal & advisor dashboard
- Real-time portfolio analytics
- Automated compliance reporting
OneApprove™
KYC software purpose-built for Dubai and the UAE. Automate client onboarding, identity verification, and ongoing AML compliance for banks, wealth management firms, and real estate brokerages.
- KYC for Dubai & UAE regulations
- Identity verification & biometric matching
- AML screening & sanctions checks
- UAE Central Bank & SCA compliance
- RERA real estate compliance
See what Ourea can do for your firm
Book a 30-minute walkthrough with our team. No commitment, no generic demo — we'll show you how Ourea's wealth management software and KYC platform apply to your specific workflows.
Let's start a conversation
Whether you're evaluating wealth management software or ready to get started, our team is here to help.