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.

In this release we have added a feature to help announce new product updates, so our clients don't miss a thing.

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.

In this release we have fixed an issue with scrolling on the chat feature.

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.

We've updated the Private Investment screens to make reviewing your investments simpler and faster.

We have improved the returns reporting on the home screen and investment account screens.

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.

Minor bug fixes

This release includes improvements to the asset list, notifications and property screens.

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

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.

Small improvements to chat for a smoother, faster experience.

We have made a small improvement to the app to prepare for the release of our new chat feature.

This release includes a range of small improvements and bug fixes to help visualise performance and manage your accounts.

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.

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

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.

This release includes an improved onboarding experience for new clients. It also includes necessary changes to help support future products.

This release fixes some small bugs with the previous version of the app

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

This release includes changes to the risk screen on the home screen. It also includes changes under the hood that will improve your Y TREE experience

This release includes changes to the risk screen on the home screen. It also includes changes under the hood that will improve your Y TREE experience

This release features a smaller app for improved performance and technical upgrades for long-term stability.

This release includes a new and improved way to review and approve your advice. We have also included some minor improvements around the app.