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What’s New Version 5.6.0
In this release we have improved how you visualise risk throughout the app. We have also consolidated the number the number of asset categories to help reduce clutter.
Description
Y TREE combines data, technology and experience to apply a layer of intelligence over our clients' financial lives. We use this to give pure, unbiased advice.
Our mission is to transform personal finance into a transparent, efficient and meaningful life experience.
Regulatory information:
Y TREE Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 967369). Y TREE is also regulated by the UK Financial Conduct Authority under the Payment Services Regulations 2017 as a Registered Account Information Service Provider (Firm Reference Number 815261). Registered in England and Wales, with company number 10186799 and with registered offices at Acre House, 11/15 William Road, London, United Kingdom, NW1 3ER.
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Version history 25 versions
Build 887623154v5.6.02026-07-03 05:47:44
In this release we have improved how you visualise risk throughout the app. We have also consolidated the number the number of asset categories to help reduce clutter.
Build 886368106v5.5.02026-06-02 16:24:20
In this release we have made changes to the categorisation of asset types on the Home Screen. These will be rolled out over the course of the next few weeks.
Build 885707965v5.4.12026-05-16 02:23:42
bug fix
Build 885604817v5.4.02026-05-14 08:51:38
In this release, we have added the ability to see archived assets so that your total returns for asset classes are easier to digest. We have also made some other small improvements relating to Trusts and FICs.
Build 883929765v5.3.02026-04-22 13:25:39
We've introduced automated prompts to help you review and update aging asset values. This ensures your financial advice remains accurate and your client meetings run smoothly.
Build 883589917v5.2.02026-03-23 06:34:25
In this release we have added a feature to help announce new product updates, so our clients don't miss a thing.
Build 883250624v5.1.02026-03-19 07:43:21
This update makes it easier to see when your account information was last refreshed. Your cash and investment screens now clearly show if there’s a delay in receiving data from your providers. We’ve also included a few minor tweaks for a smoother overall experience.
Build 882086371v5.0.12026-02-03 03:55:29
In this release we have fixed an issue with scrolling on the chat feature.
Build 881848023v5.0.02026-01-27 09:02:45
We’ve refined the Private Loan experience to ensure your most important details are front and centre. Plus, we’ve updated our Terms & Conditions layout to make information clearer and easier to navigate.
Build 880377347v4.8.02025-12-10 14:40:10
We've updated the Private Investment screens to make reviewing your investments simpler and faster.
Build 879491362v4.7.02025-11-05 07:27:07
We have improved the returns reporting on the home screen and investment account screens.
Build 878531361v4.6.02025-10-27 08:30:36
This release moves your actions from the notification screen to the home screen. This sets the foundations to improve more types of advice in the future.
Build 878355378v4.5.12025-09-24 11:58:45
Minor bug fixes
Build 877616012v4.5.02025-08-28 08:00:27
This release includes improvements to the asset list, notifications and property screens.
Build 876808781v4.4.12025-08-05 09:12:07
We've redesigned the Home and Investment screens to focus on your returns. See how much your investments have grown at a glance and get a clearer picture of your portfolio's diversification. We hope you enjoy the new view
Build 876380388v4.4.02025-07-28 07:16:13
This new release covers a wide range of changes:
* The home screen now focuses on your finances over time.
* Asset classes now have returns - seeing where your performance comes from is easier than ever
* New navigational filters for a smoother experience.
* Investment screens now put your returns front and centre.
* Adding current and saving account data is easier than ever.
Build 874380615v4.3.02025-04-30 06:27:51
Small improvements to chat for a smoother, faster experience.
Build 874056502v4.2.12025-04-17 06:30:29
We have made a small improvement to the app to prepare for the release of our new chat feature.
Build 873868225v4.2.02025-04-09 08:19:24
This release includes a range of small improvements and bug fixes to help visualise performance and manage your accounts.
Build 873729069v4.1.02025-04-03 08:37:37
In this release we have made some significant improvements to the chat feature. These will be rolled out gradually and may take some time to appear on your app.
Build 873215410v4.0.12025-03-14 07:57:44
We've improved the Private Equity feature by moving it from the Home Screen to the Financial Assets section, providing easier access. This enhancement includes more effective fund performance comparisons and simplifies the management of your fund commitments. And some bug fixes
Build 872967431v4.0.02025-03-05 08:50:00
We've improved the Private Equity feature by moving it from the Home Screen to the Financial Assets section, providing easier access. This enhancement includes more effective fund performance comparisons and simplifies the management of your fund commitments.
Build 871830579v3.10.02025-01-20 10:51:32
This release includes an improved onboarding experience for new clients. It also includes necessary changes to help support future products.
Build 871164761v3.9.02024-12-18 13:17:08
This release fixes some small bugs with the previous version of the app
Build 870951913v3.8.02024-12-09 07:49:05
This release includes the option to blur sensitive balances for an additional level of privacy. It also includes other changes to improve your Y TREE experience
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 1 | 5.0 | 5.6.0 |
Change log 29 changes · US
✎
releaseNotes updated
In this release we have improved how you visualise risk throughout the app. We have also consolidated the number the number of asset categories to help reduce c
✎
description updated
Y TREE combines data, technology and experience to apply a layer of intelligence over our clients' financial lives. We use this to give pure, unbiased advice.
✎
subtitle updated
Financial Life Intelligence
✎
name updated
Y TREE
◆
Version 5.6.0 released
In this release we have improved how you visualise risk throughout the app. We have also consolidated the number the number of asset categories to help reduce clutter.
◆
Version 5.5.0 released
In this release we have made changes to the categorisation of asset types on the Home Screen. These will be rolled out over the course of the next few weeks.
◆
Version 5.4.1 released
bug fix
◆
Version 5.4.0 released
In this release, we have added the ability to see archived assets so that your total returns for asset classes are easier to digest. We have also made some other small improvements relating to Trusts and FICs.
◆
Version 5.3.0 released
We've introduced automated prompts to help you review and update aging asset values. This ensures your financial advice remains accurate and your client meetings run smoothly.
◆
Version 5.2.0 released
In this release we have added a feature to help announce new product updates, so our clients don't miss a thing.
◆
Version 5.1.0 released
This update makes it easier to see when your account information was last refreshed. Your cash and investment screens now clearly show if there’s a delay in receiving data from your providers. We’ve also included a few minor tweaks for a sm
◆
Version 5.0.1 released
In this release we have fixed an issue with scrolling on the chat feature.
◆
Version 5.0.0 released
We’ve refined the Private Loan experience to ensure your most important details are front and centre. Plus, we’ve updated our Terms & Conditions layout to make information clearer and easier to navigate.
◆
Version 4.8.0 released
We've updated the Private Investment screens to make reviewing your investments simpler and faster.
◆
Version 4.7.0 released
We have improved the returns reporting on the home screen and investment account screens.
◆
Version 4.6.0 released
This release moves your actions from the notification screen to the home screen. This sets the foundations to improve more types of advice in the future.
◆
Version 4.5.1 released
Minor bug fixes
◆
Version 4.5.0 released
This release includes improvements to the asset list, notifications and property screens.
◆
Version 4.4.1 released
We've redesigned the Home and Investment screens to focus on your returns. See how much your investments have grown at a glance and get a clearer picture of your portfolio's diversification. We hope you enjoy the new view
◆
Version 4.4.0 released
This new release covers a wide range of changes:
* The home screen now focuses on your finances over time.
* Asset classes now have returns - seeing where your performance comes from is easier than ever
* New navigational filters for a smoo
◆
Version 4.3.0 released
Small improvements to chat for a smoother, faster experience.
◆
Version 4.2.1 released
We have made a small improvement to the app to prepare for the release of our new chat feature.
◆
Version 4.2.0 released
This release includes a range of small improvements and bug fixes to help visualise performance and manage your accounts.
◆
Version 4.1.0 released
In this release we have made some significant improvements to the chat feature. These will be rolled out gradually and may take some time to appear on your app.
◆
Version 4.0.1 released
We've improved the Private Equity feature by moving it from the Home Screen to the Financial Assets section, providing easier access. This enhancement includes more effective fund performance comparisons and simplifies the management of you
◆
Version 4.0.0 released
We've improved the Private Equity feature by moving it from the Home Screen to the Financial Assets section, providing easier access. This enhancement includes more effective fund performance comparisons and simplifies the management of you
◆
Version 3.10.0 released
This release includes an improved onboarding experience for new clients. It also includes necessary changes to help support future products.
◆
Version 3.9.0 released
This release fixes some small bugs with the previous version of the app
◆
Version 3.8.0 released
This release includes the option to blur sensitive balances for an additional level of privacy. It also includes other changes to improve your Y TREE experience