Members
One of the biggest challenges faced when managing your family office is to give the right people access to the right assets, accounts, trusts and / or overall Family Office to help them and you make the most informed decisions. Most people end up juggling different spreadsheets for different family members, and generally keep track of an orderly mess. Annise solves for this.
No credit card required. Cancel anytime.
Family office owner
The family office owner (“FOO”) manages all aspects of the platform. Start by adding private assets, connecting your brokerage and banking accounts, and syncing your transactions. With this, your family office will spring to life. Once set, group assets under Managers; put particular assets and accounts into trusts; group assets, accounts and trusts under Advisors; invite Members to view certain or all securities, assets, accounts, trusts and family office; and finally, set notification, benchmark and tax defaults. Annise is ready to go!
Financial advisors
Invite your financial advisor(s) to part or all of your family office. One advisor who manages your muni portfolio will just have access to those assets. Another who manages your equity securities will have access just to those accounts. Still, maybe others need to have access to everything. Financial advisors will be appropriately in the know across all your assets and up to date at all times.
Tax advisors
Whether you're looking at ISO/NQL stock option exercise tax, QSBS tax benefits for small businesses, or suspended losses across passive income assets, you'll need to have a holistic conversation with your tax advisors. Simply invite them to the platform and you'll all be working off the same information.
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.