Wealth management software and CRM for modern advisory firms
OneView™ is the wealth management CRM that unifies your data across Zurich, Friends Provident, and 50+ providers — giving wealth managers complete clarity and control over every portfolio and client relationship.
One wealth management platform.
Complete clarity.
OneView™ is the wealth management software powering your entire operation. Aggregate data from Zurich, Friends Provident, and every other provider through direct API integrations. Gain real-time insights and automate the CRM workflows that drive your business forward.
Turn data into demand
The right wealth management software makes for a smarter, more profitable business. OneView's CRM capabilities help you understand performance across Zurich, Friends Provident, and all your providers — identify opportunities and act with precision.
Monitor
Real-time visibility across all client portfolios. Track valuations, payments, and performance in one unified view.
Automate
Streamline operations for managers, advisors, and admin staff. Manage policies, premiums, risk, and compliance automatically.
Filter
Find any client or policy instantly with powerful search across your entire book of business.
Target
Identify opportunities before they pass. Discover coverage gaps, savings shortfalls, and the right products for every client.
Direct API integrations with the providers you use
OneView connects directly to Zurich, Friends Provident, and 50+ custodians, platforms, and fund administrators through secure API integrations — no manual data entry, no CSV uploads.
Zurich API Integration
Ourea OneView integrates directly with Zurich's platform via API to pull real-time policy data, valuations, fund performance, and client documents into your wealth management CRM. No more logging into separate portals — Zurich data flows automatically into OneView alongside all your other providers.
- Real-time Zurich policy and valuation data
- Automated Zurich fund performance tracking
- Zurich document and factsheet aggregation
- Unified Zurich reporting alongside other providers
Friends Provident API Integration
Connect your Friends Provident International book directly to OneView through our API integration. Pull in portfolio valuations, transaction history, and policy details automatically — giving your advisors a complete view of every client's Friends Provident holdings alongside their full wealth picture.
- Friends Provident portfolio valuations in real-time
- Automated Friends Provident transaction history
- Friends Provident policy detail synchronisation
- Cross-provider reporting including Friends Provident
Built for every role in your firm
Client Portal
Give your clients the transparency they expect from a modern wealth manager.
- Online access to investment and protection portfolios
- Direct advisor contact information and messaging
- Secure shared access for beneficiaries
Advisor Dashboard
Everything your advisors need to manage clients and grow their book.
- View all client portfolios and performance in OneView™
- Manage fund and portfolio performance analysis
- Handle missed premiums simply and efficiently
- Download all factsheets from a single location
Back Office
Operational efficiency for every function across your firm.
- Account management and administration
- Investment analysis and reporting
- Compliance monitoring and alerts
- Automated workflow management
See OneView™ in action
Book a personalized demo and discover how leading wealth managers are transforming their operations.
Let's start a conversation
Ready to transform your wealth management operations? Our team is here to help.