Financial Life Intelligence
Y Tree is an exclusive app that utilises data, experience, and technology to offer advisory services to financial investors.
This insight provides clients with transparency, efficiency, and understanding to fully comprehend their current financial situation and future possibilities.
Y Tree offers comprehensive advice on risk, liquidity, currency, cost, and structuring, helping clients design financial life strategies to achieve their ambitions and navigate changes in lifestyle, health, family, business, economies, and markets.
The app provides a bird’s-eye view of the client’s financial life by aggregating their data, bringing together all aspects of their financial situation for an instantly accessible, intuitive, and objective perspective. Y Tree conducts analysis to provide insight into income, expenditure, assets, and debts.