Ourea Systems
Technology to Power your Wealth Management Business
Project overview
Ourea Systems is Technology to Power your Wealth Management Business. Ourea, is the data engine to power all your business needs. Built with high standards for performance, security, and intuitive user experiences, the platform is engineered to support mission-critical workflows and seamless scale.
What made this project challenging
Consolidating fragmented custodian feeds, private equity, and multi-asset wealth management data
Providing institutional-grade portfolio performance reporting with complex fee schedules
Ensuring bank-grade SOC 2 compliance and encrypted audit logging for family offices
Delivering sub-second calculation of internal rate of return (IRR) across historical transactions
How we delivered
Engineered multi-custodian data aggregation pipeline normalizing automated financial data feeds
Developed interactive React portfolio dashboard with asset allocation breakdowns and risk heatmaps
Built automated client PDF statement generator supporting custom branding and compliance disclosures
Implemented granular role-based permissions separating family office principals and advisors
Key outcomes
Over $2B in client wealth tracked across platform
Reduced monthly statement generation time from days to minutes
SOC 2 Type II certified infrastructure
100% calculation accuracy across multi-currency assets
Have a project like this?
Share your goals and constraints. We'll respond with next steps and a practical proposal.
or email contact@solidsphere.com · +1 (214) 896-0296