Y TREE |
See your wealth clearly all in one place
An exclusive invitation to join the Y TREE Aggregator pilot
The Challenge
Your financial life is a collection of disconnected silos. For busy professionals, it is often difficult to stay on top of your finances, when they are often spread across multiple different institutions. This fragmentation creates three critical problems:
Lack of Control
It is time-consuming to stay up to date and challenging to get a single, unified view of your true financial position.
Opaque Reporting
Confusing reports and inconsistent even irrelevant benchmarking, make it difficult to understand whether your wealth management set-up is truly adding value.
Outdated Information
Data is often months out of date by the time it reaches you, rendering it useless for timely, informed decision-making.
Y TREE Aggregator is the solution
An independent view of your total wealth
Gain a clear, consolidated and dynamic view of all your assets in one place. Moving beyond static, outdated PDF reports, our Aggregator provides a picture of your total wealth.
This enables us to deliver independent analysis, comparing the returns you receive against the risk you take.
Through ongoing insights and a quarterly deep dive, the Aggregator is designed to help you make smarter, more informed decisions.
Aggregation
Data feeds connect your entire world — wealth managers, private banks, ISAs, pensions and business or partnership interests, mortgages and others debt all into one view.
Independent Analysis
We provide analysis on performance, risk, costs, liquidity and currency, powered by our proprietary engine.
Actionable Insights
We transform complex data into actionable insights providing the "So What?" answer. This improves financial understanding and drives informed decision-making.
The Benefits
Beyond simple aggregation, the pilot gives you access to institutional-grade analytics previously unavailable to individuals:
Performance Benchmarking
Objectively compare your providers against relevant, investible benchmarks of comparable risk, attributing contributions from risk and asset management and showing every layer of cost.
Risk Drift
Monitor if your portfolio's risk level has drifted due to market movements, identifying if you are exposed to more risk than intended.
Liquidity Analysis
Understand the time frames for converting your investments to cash to fund known liabilities (e.g. one-off expenditures, tax bills, purchases etc.)
Currency Exposure
View your consolidated currency exposure across all assets, turning an unknown risk into a manageable strategy.
Get started with
Y TREE Aggregator
We are selecting a small group of participants in the first phase of the pilot for this new service. As a pilot participant, you will gain early access to the platform and play an important role through your feedback. Submit your interest via the form.