Analytics
Spend, Allocations, Performance against benchmarks, J-Curve, DAF giving and many other analytics that are account, asset, trust, and family office specific providing deeper insight and opportunity across your portfolio.
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.
Trusts
Assign accounts, assets and liabilities to various irrevocable and revocable trusts to ensure retitling; and track liquidity, performance relative to benchmark, and projected cash flow.
Add and permission trustees, beneficiaries and trust advisors to view each trust.
Banking
Sync your checking, savings, credit card (Coming Soon), 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 budgeting and a holistic, performance-focused view of your wealth.
Brokerage
Connect and sync your 401(k), IRA, HSA, 529, and other brokerage accounts and manage your custodial investments with Annise.
Keep track of industry and geographic exposure, results relative to benchmark, projected portfolio income, bond maturities, and manage liquidity.
Alternative Assets
Get rid of spreadsheets!
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.
Platform
Annise is a sophisticated but easy to use wealth management platform.
Simply sign up for a free trial, connect banking and brokerage accounts, add alternative assets if you have them, assign retitled assets and accounts to any trusts, and, if you want, invite family members, trustees, beneficiaries, executors, and advisors to certain aspects or all of your family office.
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
What people are saying about Annise.
“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
What people are saying about Annise.
“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
What people are saying about Annise.
My advisor will finally be able to see all of my assets”
- Investor
What people are saying about Annise.
“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
What people are saying about Annise.
“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.
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.”
