Ourea provides market leading software solutions to offshore Wealth Management firms

Clients Access

  • White Label solution - Provide access for your clients from your website under your brand

  • Profile - Provide profile information and contact details next to every valuation

  • 360 Degree View

    360 Degree View - Provide all valuations in one place

Advisor Access

Customers management
  • Factsheets

    Single Click - Download all factsheets for one portfolio in a single click

  • Advisor Interface

    Investment Management - View all your clients valuations in one place

  • Available Providers

    OneView - Access to all providers in one place

Compatible with

Zurich Old Mutual International Royal London Friends Provident International

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