It can be managed by you individually or it can be handled by you and Annise who will import and reconcile all of your monthly custodial or quarterly investment statements, or a combination of you, us, and your advisors (financial, tax, accounting, estate, etc.) - with this being the most powerful implementation.
Add a Title
Sign-up, connect a brokerage account or two, add a private asset or two, and add a trust or two if you have an estate plan and are on your way. You’ll immediately be matched with an “Annise Onboarding Specialist” who will take you through all that the platform has to offer and describe how to get the most out of the platform
Add a Title
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
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Reminders, analytics, and insights based on account type
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MOIC, IRR, and other asset-specific analytics to help you determine performance
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Drill down to look at individual security performance/history
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Drill down further to look at individual security within an account, and across all accounts