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Management Challenge

Managing wealth, no matter how large, is not easy. Annise’s ultimate goal is to make you as educated, informed and efficient as possible. 

No credit card required. Cancel anytime.

Benchmarks and Alpha

How do you know if your asset manager, account manager or family office manager are doing well - benchmark; set a goal, pick a benchmark, work together to beat it. Use it to have honest conversations about what you and your managers and advisors expect out of your portfolio.

Diversification

Ensuring diversification is a core tenant to long term wealth management. Unfortunately, most investments and associated advisors are silo’d advising on associated assets without having a holistic view of assets.

Maximizing After Tax Income

Depending on the type and size of your income, along with where you’re domiciled, your income max can and should be optimized.

Liquidity Management

For those with assets that require capital calls, have maturity dates, need to file estimated taxes, fund operating accounts on a quarterly basis, you need to keep track of cash flow.

Back Office Operations

Making sure your banking and custodial accounts are reconciled, updating assets from quarterly statements, and entering capital calls is challenging to manage. Annise Specialists can manage all of this for you.

Frequently Asked Questions

  • 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.

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