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Accounts

Connect and sync banking and brokerage accounts. Utilize Annise and a personalized Chart of Accounts to manage income and expenses.  Get a complete view of day-to-day transactions.

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  • Connect and sync all your banking and brokerage accounts

  • Reminders, analytics, and insights based on account type

  • MOIC, IRR, and other asset-specific analytics to help you determine performance

  • Drill down to look at individual security performance/history

  • Drill down further to look at individual security within an account, and across all accounts

Brokerage Account

One of the biggest challenges of budgeting and financial management platforms is the proper connection and managing of brokerage accounts and related assets and transaction types. While most focus on banking accounts with one asset class (i.e. cash), Annise is built for and focuses on brokerage accounts with multiple asset classes (e.g. stocks and bonds) and asset-specific transactions types (e.g. municipal interest income and deductible interest expense) to more accurately reflect the status of your investment portfolio.

No credit card required. Cancel anytime.

Through multiple network providers (e.g. Plaid and ByAllAccounts), Annise allows connection and transaction management to all large custodians (eg JPMorgan and Fidelity) and to a few asset-specific custodians (e.g. Coinbase).

Connect all your brokerage accounts

Once connected, Annise will match the securities you hold with the securities Annise monitors in real time. With this match, we can add associated “meta data” including income, risk ratings, industry type, investment region, etc. to provide a holistic view of each security, account and ultimately portfolio. If the security isn’t publicly stranded, it becomes a proprietary asset that needs to be managed by you.

Match securities

Pie, bar chart and comparative analytics across income, geography, industry type, and many other dimensions will keep you up to date on individual assets, groups of assets, trusts, and your family office as a whole.

Intuitive Analytics

By email or upload of your monthly custodial statements, you or we can reconcile your accounts by comparing cash balance, number of securities per asset, and cost of associated tax lots to make certain your accounts are kept up to date.

Reconcile accounts

  • 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.

Frequently Asked Questions

Get notified by email, push and / or text when income is received (e.g. dividends and interest), when trades occur (e.g. your custodian does a rebalance), and when certain activities happen where you’ve requested notice (e.g. price change +/- 10%). You can easily manage communications preferred as a default in your family office or individually in your profile.

Alerts how you want them

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