Data to power your entire business
Ourea OneView™, is the data engine to power all your business needs. Deeply understanding your clients, identifying future propositions and automating account management.
Technology to Power your Wealth Management Business
Accelerating your business with Ourea OneView
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Get the right data directly into a single easy to use tool
We built OneView from the ground up to intergrate directly with all major Wealth Product providers, your existing CRM, providing uniform, seamless data across all products and providers, to Clients, Advisors, Managers, Admin, Accounting and Compliance.
Client login
- Provide online access to your clients Investment and Protection portfolios
- Provide your clients with Advisor contact information so they can always keep in touch
- Share online access with beneficiaries
And turn data into demand
The right data makes for a smarter and more profitable business. Ourea helps you know how your clients are performing, who you need to target, gaps in your clients coverage and who’s visiting your website
Monitor
All your clients portfolios in one easy to use tool, to keep track of valuations, payment issue, top-ups etc.
Automate
Managers, Admin staff and Advisors can manage Client, Policies, Funds, Missed Premiums, Risk, Claw backs etc.
Filter
Search for any policies or client under your management in one simple place.
Target
Clients with the right products at the right time. Discover which clients don't have enough cover, or a short fall in savings.
Advisor login
- View all your client portfolios and performance in OneView™
- Manage fund performance and portfolio performance
- Manage missed Premiums simply and easily
- Download all factsheets in one place
Back Office
- Account Management
- Administration
- Investment analysis
- Compliance
See Ourea in action
Request a demo and start your journey to business success
See why the World’s best companies use Ourea to become truly data-driven
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© All Rights Reserved By Ourea