Ed's Hit List
This Analyst flagged the most manual errors in Q3 2021
Who is Dinos?
Y TREE's primary data provider for Listed securities data
Who are Morningstar
Responsible for keeping the Beta Scores high
Who are IFLS?
This Pod raised the most manual errors in Q3 2021
Who are Herschel
What is La La Land?
This provider only requires the following email to be sent to set up an integration
"Please can you add my account U76***92 to be added to the following feed: Y TREE "
Who are Interactive Brokers
The main provider we have established a portal web scrape for
Who are St James' Place
Responsible for the Listed Assets Score
Who is Ed
This Pod has the most verified account fees
Who are Galileo
The first Y TREE Triplets
Who are Calum, Lola, and Matt Stamp
This provider sent us duplicated and missing data for the first few months of the year, despite being integrated
Who are Credit Suisse?
Y TREE's primary provider for Private Assets
Who are Preqin?
Responsible for the Liquidity score
Who are IFLS?
Which pod accidentally lost £50M in Billable assets when updating a client's account types
Who are Aurora
The worst way to show data in a chart
What is a Pie Chart?
This provider often requires wet ink signatures to be sent to Luxmbourg in order to add clients to an integrtation
Who are Julius Baer
This legislation ensures that all current accounts can be linked to third parties if a client grants consent
What is Open Banking?
Responsible for the Statement score
Who is Tiffany / DataUpload team
This Pod has the highest "Quality Data" rate
Who are Galileo
525,600
How many minutes are in a year?
Wrongly assumed to be Continuous Personal Development, this Back Office feature also has the acronym CPD
A secure way to transfer files between providers
What is SFTP?
Responsible for Data Quality at Y TREE
Who is everyone
This pod name had the most searches in Google over the past 12 months
Who are Aurora
The limit was 6. We had 29
How many people attended the first Y TREE meetup of 2021