Y TREE vs 1fs Wealth

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.

1fs Wealth brings every dimension of complex personal and family office wealth into one clear, secure view. Track holdings across 27 asset classes, consolidate multi-currency positions in real time, monitor bank, accounting, and custodian feeds, store critical documents, and collaborate privately with your advisors. 27 ASSET CLASSES IN ONE REGISTER Manage liquid, private, and passion assets side by side: residences, investment property, equities, ETFs, sovereign and corporate bonds, private equity, venture capital, currency accounts, commodities, fine art, watches and jewellery, classic cars, yachts, aircraft, wine, whisky, pensions, loans, heritage, and philanthropy. Every asset class carries dedicated fields, ownership shares, charity and discretionary beneficiary links, valuation histories, and cashflow schedules. CONSOLIDATED MULTI-CURRENCY DASHBOARD & PERIOD P&L See your true net value, cost basis, consolidated debt, gain/loss, cash-on-cash return, risk score, and ESG rating in your chosen base currency. Saved date-range filters label exact reporting bounds and compute period performance over external flows, alongside interactive allocation rings, ownership-scaled net-worth timelines, and geographic exposure breakdowns. INSTITUTIONAL BOND & PRIVATE MARKET ANALYTICS Track fixed-income positions with ISIN-prefilled terms and day-count basis, percentage-of-par quotes, nominal-weighted book and market yields, accrued interest, and realised/unrealised P&L. Measure private equity and venture commitments with NAV valuations, cumulative capital calls, and standardised MOIC, DPI, RVPI, and TVPI multiples. PHILANTHROPY & GLOBAL WEALTH MAP Record charitable giving with Philanthropy kinds, giving-ratio summaries, and net-value disclosure, and visualise worldwide real estate and physical holdings on an interactive map with location clustering. OPEN BANKING, ACCOUNTING & CUSTODIAN FEEDS Connect Plaid, TrueLayer, Yapily Open Banking, and QuickBooks alongside private-bank custodian feeds and reviewed statement imports. Monitor live connection health, trigger Sync Now, and reconfirm open-banking consent before expiry. SECURE FILE VAULT, SHAREPOINT & REVIEW PACKS Keep deeds, trust instruments, capital calls, valuations, advisor Family Review Packs, and tax packs organised in nested and private folders — with guided SharePoint folder mirroring, direct encrypted uploads, and instant preview. REAL-TIME MESSAGING & GOVERNANCE Switch effortlessly between personal portfolios, trusts, SPVs, and family offices. Collaborate in direct, group, and asset-linked channels with @mentions, asset references, reactions, and Quiet Hours, backed by preset member permission profiles and full audit trails. ADAPTIVE IPHONE DUO, IPAD, WIDGETS & APPLE WATCH Designed natively for iPhone, iPhone Duo (folded cover and unfolded inner display), and iPad with multi-column dashboards and proportional master-detail split views, plus Home Screen widgets and Apple Watch support. BUILT FOR SERIOUS SECURITY Protect every session with Face ID, Touch ID, passkeys, and authenticator-app (TOTP) or SMS two-step verification, backed by strict per-organisation tenant isolation. SUBSCRIPTIONS 1fs Wealth offers auto-renewing subscriptions managed through your Apple ID. Payment is charged at confirmation of purchase and renews automatically unless cancelled at least 24 hours before the end of the current billing period in your device's Account Settings. Terms and Conditions: https://www.1fs.co/terms Privacy Policy: https://www.1fs.co/privacy Support: https://www.1fs.co