Y TREE vs clarity Mobile Application

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.

The clarity mobile application allows registered clients of clarity to log in with their app and view valuations of their holdings, download a valuation report, and view or reply to their recent secure messages. Key Features: Online Valuation: - View a summary and detailed breakdown of investments held on clarity managed platforms - View their self-managed holdings - View valuation by portfolio - Download a valuation report - View asset asset allocation by portfolio - Download asset allocation reports Portfolio management: - Create and manage your custom portfolios. Secure messaging: - View your secure messages, reply to them or compose a new secure message Self managed holdings: - Create and manage your self managed holdings Research: - Investment Buy List - Fund Focus - Market Commentary - Investment Update Other: - Support for biometric access Please use the clarityONLINE website if you wish to manage checkpoint reporting approve IMS rebalances. Going forward additional features will be added to the mobile app driven by our client feedback. Information about clarity and our services can be found at: https://www.clarityglobal.com