Purpose-built for firms that cannot afford to compromise
Ourea consolidates your data across every custodian and provider, so you can analyse any portfolio, give clients genuine transparency, and decide faster on better information.
Your tools were not built for this
Advisory work is more competitive, more regulated and more data-intensive than it has ever been. Most firms are still running it on software that was never designed for the complexity.
Fragmented data, fragmented decisions
Advisers log into Zurich, Friends Provident and a dozen other provider portals every day. Data sits in silos, reconciliation is manual, and nobody holds the complete picture.
Reporting consumes the week
Client reviews and regulatory reporting are assembled by hand from exports. The work is slow, the output is stale on arrival, and every manual step is a place for error to enter.
Client expectations have moved
Clients now expect real-time visibility and a digital-first relationship as a baseline. Generic CRM software was never designed for multi-custodian wealth management.
“We needed a platform that could unify data from every provider we work with, not another generic CRM we would have to force into our workflows. Ourea understood that from day one.”
The Ourea advantage
Any data, any provider, shaped to your workflows and your clients' expectations — delivered to the engineering standard of enterprise software.
Your connected providers in one place
OneView connects directly to 20+ custodians, platforms and fund administrators through secure API integrations. Data arrives automatically, with no CSV uploads and no separate portal logins.
Data you can actually trust
As data flows in from each provider it is normalised, grouped and verified. Automated checks flag inconsistencies across every asset class, so your team starts from reconciled figures rather than a spreadsheet of open questions.
Analyse any portfolio in seconds
Holdings and transactions share one unified data structure, so you can analyse across complex ownership structures, multiple asset classes and several currencies, then drill from a firm-level aggregate down to a single transaction.
Reporting and audit trails that hold up
Client and regulatory reporting is generated from the same reconciled data your advisers work from, and every record and change is logged. When a regulator asks, the answer is a query rather than a fire drill.
Reporting your clients actually want
Real-time portfolio views, performance analytics and branded reporting, delivered through a secure client portal that reflects the quality of the advisory relationship behind it.
Enterprise-grade security from day one
SOC 2 aligned controls, role-based access, full audit trails and a 99.9% uptime SLA, with data encrypted at rest and in transit. Firms managing over $5Bn trust the platform because security is treated as infrastructure.
Everything your firm needs, nothing it does not
OneView™
Wealth management software and CRM with direct Zurich and Friends Provident API integrations. Unify portfolio data, automate the workflows around it, and give every adviser a single source of truth.
- Zurich and Friends Provident API integration
- 20+ provider data feeds
- Client portal and adviser dashboard
- Real-time portfolio analytics
- Automated reporting and audit trails
See what Ourea can do for your firm
Book a 30-minute walkthrough. No generic demo — we will show you how the platform handles the providers and processes your firm actually uses.
Let's start a conversation
Whether you are comparing platforms or ready to begin, our team will give you a straight answer.