Accredited Investor
Accredited Investors are those that have over $1M of net worth - outside their primary residence or greater than $200,000 of annual income over the past two years - either individually or jointly with a spouse.
Accredited Investors have more opportunities to invest in alternative assets. In Annise, alternative investments can be managed and monitored.
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Asset management
Alternative assets are difficult to manage, value and benchmark. Annise helps by easily allowing you to add asset-specific capital commitments, capital calls, and associated transactions. Transactions can be cash transactions or non-cash transactions. Entering non-cash transactions allows Annise to correctly calculate IRRs / MOICs without a cash impact. This is particularly important when you want to enter historical data. Asset-specific attributes (e.g cap rates or venture fund vintage) allow for advanced analytics. Review performance at an individual asset level, or across multiple investments within the same class.
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.
Manager management
As you start to invest in multiple projects with the same manager, you’ll want to understand not only how each particular asset is performing but how all your investment associated with a particular asset manager are performing. Further, you’ll want to compare asset-class specific managers across your portfolio and to benchmark. Understanding manager performance is critical to helping you decide if you’d like to reinvest in their newt deal.
Liquidity management
Knowing your committed capital by investment, and capital calls related to that investment, Annise helps you easily manage capital calls and liquidity by scheduling anticipated future capital calls and incorporating these executed capital calls into your forecasted cash flow. Managing multi-year investments in particular projects and then helping you track performance is a must. Annise is uniquely suited for managing alternative assets which tend to mature over many years.
