A life-centric wealth advisory platform is on a mission to transform personal finance with the power of technology and institutional techniques.
. To empower clients with the information, insights and efficiencies until now only available to institutional investors. To give them meaningful life choices they didn’t know they had. To create real and lasting change.
To make Y TREE’s goals a reality, Cash, Hampel and Peretz knew they’d need to address a number of legacy hurdles unique to the world of wealth management.Their strategy? Simplify complex data and reporting. Connect clients’ full financial picture with the things they value most. Identify the incremental gains that compound to significant value over time. Create efficiencies at every level. Build robust tech underpinned by the processes of the most sophisticated institutional investors.
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