WEALTH
MADE SIMPLE.
HOLISTIC VIEW OF WEALTH
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ALTERNATIVE INVESTMENTS
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ANALYTICS AND DATA
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Annise supports estate and trust management, enables the assignment of assets to specific trusts as well as trustees and beneficiaries, and provides relevant party access and document management.
Annise provides transparency and control - from transactions and fees to investment performance. If you change financial institutions or advisors, your data will stay with you.
Annise delivers insights, opportunities, and benchmarks; calculates MOICs and IRRs; provides robust performance reporting on your investments; and offers cash flow insights and tax forecasts, helping you stay ahead of your cash needs.
Add angel, private equity, real estate, venture fund, and others, along with private lines of credit and mortgages; manage capital calls, quarterly statements, projected income, and K-1s –all in Annise.
From banking, brokerage, and alternative assets, to crypto, residences, personal property, and collectibles; Annise is able to capture it all.
Trusts
Whether you have revocable, irrevocable, Crummey, DAF, or any other trust, you'll want to understand assets, performance, and estimated income -- and manage accordingly. Add donors, trustees, beneficiaries, and estate attorneys as members, giving them view/edit rights to ensure transparency and ease-of access to the latest data. Assign accounts, assets and liabilities to various irrevocable and revocable trusts to ensure retitling, and add/permission trustees, beneficiaries and trust advisors to view each trust.
Analytics
Spend, Allocations, Performance against benchmarks, J-Curve, DAF giving and many other analytics that are account, asset, trust, and family office specific, provide insights and opportunities across your portfolio.
Annise is continually assessing the totality of your banking, brokerage, and alternative assets to alert you of insights and opportunities to consider / discuss with your advisor team. Whether it's analyzing allocation goals and drift for rebalancing, or expected capital calls vs cash and credit available, Annise will keep you informed of potential opportunities.
Statements
Analyzing financial statements by way of a full cash-based general ledger is a must as your net worth grows. Typical balance sheet, income statement and cash flow statements are further enhanced with trial balance and general ledger statements augmented by quarterly estimated tax statements and gain / loss statements to provide a truly holistic view of your family office.
Balance sheet, income statement, cash flow, estimated taxes, and capital gains/loss statements are available at the family office, trust, account, and individual asset levels -- down to the tax lot level. Customize assets into preferred asset and sub-asset classes, add associated data elements like cost, ownership, and annual income, and save into reports you can revisit and share with members.
Alternative Assets
Add your angel, real estate, company options, venture fund investments, and other alternative assets, along with associated lines of credit and mortgages, and manage your net investments. MOICs and IRRs are calculated at the asset and asset class level.
Managing capital calls, quarterly statements, projected income, liquidity, and K-1s is easy and intuitive. Upload, drag and drop, email, or API your limited partner documents. Annise will process quarterly statements, capital calls, etc. for you so your family office is always reconciled and up to date.
Brokerage
Connect and sync your 401(k), IRA, HSA, 529, and other brokerage accounts and manage your custodial investments with Annise. Connect coinbase to incororate your coin accounts.
Keep track of industry and geographic exposure, results relative to benchmark, projected portfolio income, bond maturities, and liquidity management. Upload, drag and drop, email, or API your monthly custodial statements and Annise will process, making sure your family office is always reconciled and up to date.
Banking
Connect and sync your checking, savings, credit card, lines of credit, mortgages and other bank accounts and manage your income & expenses with Annise.
Bank accounts seamlessly integrate with your brokerage accounts, alternative investments and trusts providing a one-stop-shop for expense management and a holistic, performance-focused view of your wealth.
Platform
Annise is an easy-to-use, time-saving, AI-enabled wealth management platform. We’re working to bring the sophistication, solutions and services of a typical family office to high net worth+ individuals at a fraction of the cost of typical wealth management software. Simply connect your banking accounts to manage income and expenses. Connect your brokerage accounts to manage custody assets. Email, drag & drop or API your limited partner statements to manage alternative assets. Group net assets by manager and trust for deeper analytics. Invite family members and your financial, tax and estate advisors to the platform to get everyone on the same page seeing a holistic view of your net worth. Annise works across the totality of your portfolio 24/7/365 to deliver actionable insights and opportunities for you to consider / share with your advisor team.
Simply sign up for a free 30-day trial, connect banking and brokerage accounts, drag and drop statements to add alternative assets, assign retitled assets and accounts to any trusts, and invite family members, trustees, beneficiaries, executors, and advisors to certain aspects or all of your family office. Your family and advisor team will always have access to your latest data ensuring everyone is on the same page.
Explore the platform on your own, or just click chat to access a team member and you'll immediately be matched with an Annise Onboarding Specialist who will take you through all that the platform has to offer.
Where are you in your wealth journey?
What people are saying about Annise.
“This is the most impressive FO software I’ve ever seen and I’ve seen a lot.”
Investor
“It’s really great you have all the estate plans, trusts, etc. I especially like you can invite your executor. Today, I have a binder and it’s awful and I have to keep it up to date.”
Investor
“It’s incredible. I’ve not seen anything that’s this comprehensive at your price point. I think a lot of new advisors would use this immediately.”
Advisor
My advisor will finally be able to see all of my assets”
Investor
“I keep everything on a million spreadsheets today. One for my wife, one for my kids .. I can’t keep track of capital calls. This would help a lot.”
Investor
“Great you can separate RIA permissions to manage different assets, I’ve got one managing a muni ladder and another corporates. This would be perfect.”
Investor
Become a partner
Annise is a comprehensive wealth management platform on which Advisors empower their clients and build their businesses.
Financial advisors see across asset classes and managers. Tax Advisors can see projected taxable income and scenario plans around the exercise of options for the sale of a company. Estate Advisors can see exactly how well clients are doing re-titling assets to different revocable and irrevocable trusts. All advisors are working with the same data.
In other words, Annise is a one-stop platform for all Advisors to have a consolidated and enriched view to make the best recommendations possible.
Become a partner
Annise is a comprehensive wealth management platform that enables Advisors to empower their clients and build their businesses.
Financial Advisors can see across asset classes and managers. Tax Advisors can see projected taxable income and scenario plans around the exercise of options for the sale of a company. Estate Advisors can see exactly how well clients are doing re-titling assets to different revocable and irrevocable trusts. All advisors are working with the same data.
In other words, Annise is a holistic platform providing Financial, Tax and Estate Advisors with a consolidated and enriched view to make the best recommendations possible.
Our Partners
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The support you need,
when you need it.
Onboarding, uploading history, and account reconciliation can be done by you or by your Annise team.
Once you sign up for a trial, you'll be introduced to an Onboarding Specialist who will help with initial set-up, including syncing of accounts, entering alternative assets, establishing trusts, and inviting members.
Once established, your Annise team can also help with uploading historical data and reconciling accounts.
You decide how much you'd like us to help.
FAQs
Frequently Asked Questions
How do I start my free trial of Annise?
Click on the Try it Free button on the upper right of this page. You'll get a 30-day free trial to test our platform features and functionality. At the end of the trial, you can upgrade to a specific plan or delete your family office and leave us feedback.
Which Annise plan is right for me?
Annise pricing is usage based - the more features you use, the more you'll pay. Our lowest price plan allows for syncing of unlimited custodial and alternative accounts, when you start to add filters and analysis, or set up trusts, you'll pay more.
What is wealth management software?
Annise defines wealth management software as a platform that incorporates asset performance with a general ledger, all permissioned to whomever you'd like to have access to whatever assets, accounts, trusts, etc.
How does Annise work?
At its core, Annise is a large database that starts with a base set of knowledge of all publicly traded securities, pricing, and related meta data. After you sync your accounts, Annise matches your securities with market securities data to power the ability to educate, inform, and analyze your portfolio.
Does Annise work with all my devices?
Annise works across all your devices. The web is where you'll probably do most of your work. The iOS app is for quick analytics and insights, the iOS widget and watch are for a quick peek of performance. And Siri is an easy way to utilize Annise with just your voice.
Does Annise charge for support?
Annise does not charge for support during your subscription, nor does it charge for support during set-up. If you'd like to add historical data to properly calculate MOICs / iRRs, or if you'd like us to reconcile our accounts, we charge an hourly fee which you can find under Pricing.
How do my Advisors work with Annise?
Advisors use Annise to empower their clients and build their businesses. Investors grant Advisors access to their Family Offices or to particular assets, accounts, or trusts. Or Advisors grant Investors access to the platform to start to build relationships with prospects and clients alike
Can Annise help me upload historical data?
Yes, when you sync your custodial accounts or add alternative assets and related price and capital call information, you'll probably want to add transactions that occurred prior to the earliest transaction within your sync'd accounts. This will allow for accurate performance data. Annise can do this for you for an hourly rate found in Pricing.
Why investors love Annise.
"You can tell it was designed by someone who's using it. You can definitely tell it was built for the investor."
"My advisor will finally be able to see all of my assets."
“It’s really great you have all the estate plans, trusts, etc. I especially like you can invite your executor. Today, I have a binder and it’s awful and
I have to keep it up to date.”