# Ourea OneView

## Wealth management platform for regulated financial institutions

Ourea OneView is a wealth management platform and CRM for financial institutions operating onshore and offshore. It brings client, portfolio, policy and provider data into a single operating view for advisers, operations teams and clients.

## Who Ourea works with

Ourea works with:

- Securities and Commodities Authority (SCA)-regulated firms
- Central Bank of the UAE-regulated firms
- Insurance firms formerly regulated by the UAE Insurance Authority and now supervised by the Central Bank of the UAE
- Onshore and offshore banks, wealth managers, advisory firms, insurers and family offices

## Core capabilities

- Consolidated portfolio, policy and client data
- Adviser dashboards and secure client portals
- Portfolio analysis, fund performance and reporting
- Premium monitoring, workflow automation and exception alerts
- Role-based access controls and complete audit trails
- Secure provider data integrations

## Direct integrations

Ourea integrates directly with providers including, but not limited to:

- Zurich
- Friends Provident International
- Sukoon
- Generali
- Generali International
- Ardan
- Investors Trust
- Praemium
- Interactive Brokers
- MetLife
- Utmost
- Utmost International
- CIG
- Hansard
- Franklin Templeton
- Goldman Sachs
- RL360
- Credit Suisse
- BNP Paribas

Provider availability can vary by product, market and contracted data access. Contact Ourea to discuss the providers and workflows relevant to your firm.

## Learn more

- Website: https://oureasystems.com/
- Pricing: https://oureasystems.com/pricing.md
- Contact: hello@oureasystems.com