About Us
Annise started as, and continues to be, a personal project. Over the years, we've worked with financial, tax and estate advisors but never really with a holistic view of our financial picture, or the detailed understanding to lead the conversation. For the most part we just looked at the siloed data presented, and mostly agreed to what was suggested.
We founded Annise to change this. We wanted to build a platform to allow us to get educated on our own time, to provide instant access to all of our data so that we didn’t have to wait until our quarterly meetings, to have personalized algorithms constantly reviewing our portfolio - 24/7/365, to provide insights to us and our team regarding all the things we should know / consider / discuss, and to help us help our advisors by being educated and prepared for our meetings.
As you may notice, Annise today is still very much a work in progress. We have the basics but will always be working to improve our data quality, analytics and modeling.
Please use the Feedback chatbot often. We’d love to hear from you!
- Don Epperson, Founder
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Why we do it
There is no easy-to-use, holistic, investor-focused expense and wealth management platform available today - especially for those whose financial lives are becoming a little more complex. Often, our transaction data is housed in an advisor platform (or multiple advisor platforms), and we maintain numerous spreadsheets to track partnership investments. We provide access to different trustees and beneficiaries through multiple custodians, store physical folders with trust and estate documents, and strive to keep our advisors informed about all our assets so they can provide holistic advice. Additionally we periodically we print various reports to help our family understand how we’re doing. Annise was built to solve for all of this.
How we do it
Annise allows you to sync, input, or upload your bank accounts, brokerage accounts, and quarterly LP statements. Once assets and securities uploaded, Annise enriches your securities data with its security-specific metadata to provide in-depth analytics. As transactions start coming in, Annise continuously categorizes each transaction, allows for updates and reconciliation, and provides insights and opportunities in real time. You can establish trust entities and assign specific assets to understand income and asset allocation for each trust and individual owner. Add managers of multiple assets and advisors of multiple asset classes to track performance. Invite trustees, beneficiaries, family, and advisors to access specific assets, trusts or the family office as a whole -- ensuring appropriate access to data and shared understanding of your portfolio. Annise’s navigation is simple, intuitive and powerful in the sense that it allows for looking at data at many different levels. Filters allow you to group certain assets, accounts and / or trusts for different views. Finally, all of it is built on a robust general ledger.
In the coming months we will deliver AI-enabled workflows to allow for automated reconciliation of custodial statements, and AI agents will offer in-depth insight into the macro and micro nuances of your portfolio.
Why We're Different
Annise is investor-focused, and not RIA, budget, trading, or asset-specific-focused. If you’re using an RIA software platform, your data is not portable and your RIA might not have access to your whole portfolio, limiting their effectiveness. Budgeting software does a great job of helping you categorize and budget for income and expense, but leaves out a lot of the transaction types and analytics needed to properly manage public and private securities. Trading software is focused on getting you to trade. They don’t do anything to integrate private assets and many don’t offer expense management. Asset-specific software is great in the sense that it provides in-depth transaction data and appropriate analytics but doesn’t consolidate your banking and brokerage accounts. Annise brings all of this together in one easy-to-use consolidated platform to help you holistically manage your wealth no matter where you are on your wealth journey. Simply click the Try it Free button, review our privacy policy, accept the terms and conditions and you'll be on your way.
What do I get in 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, stay on the platform with limited functionality and advertising, 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. Just syncing brokerage accounts is fee, when you start to add alternative assets, 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 publically traded securies, pricing, and related meta data. After you sync your accounts, Annise matches your securities with the market securities to start to be able to educate, inform, and analyze your portfolio.
Does Annise work with all my devices?
Annise works across all your devices. They web is where you'll probably do morst of your work. The iOS app will be for quick analytics an insight, the iOS widge and watch will be for quick peek of performance. And Siri will be for a bit of interaction.
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 historic 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 historic 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 with in your sync'd accounts. This will allo for accurate performance data. Annise can do this for you for an hourly rate found in Pricing.