Ourea
Curated by SignalWealth management software suite providing insights and automation for advisors.
Overview
Ourea is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform, referred to as Ourea Oneview, combines customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning into a unified system. It employs artificial intelligence (AI) and machine learning for predictive analytics, which are intended to provide insights into market trends and client behavior. Ourea targets wealth management businesses by addressing the demand for detailed client insights, automated account management, and identification of opportunities. The platform is designed to integrate with major wealth product providers and CRM systems, which may enhance operational efficiency and client engagement, potentially aiding businesses in increasing profitability.
Key facts
- Founded
- 2015
- Headquarters
- Dubai, United Arab Emirates
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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