── Platform · Assets & Accounts ──
Every account. Every asset.
One balance sheet.
Banking, brokerage, and private holdings unified in real time — not reconciled by hand.
If it lives in your financial life, Annise knows how to read it. Not aggregated — interconnected.
── Full wealth context ──
One system that understands what it holds.
From a checking balance to a capital account, every asset class is tracked with the same fidelity — and read in the context of everything else you own.
i.
Banking & brokerage, unified across every custodian.
Checking, savings, credit cards, mortgages, and brokerage accounts flow in from every institution and refresh on their own. You see one live cash-and-securities position — not a dozen logins reconciled by hand at month-end.
Balances update on a continuous cycle, so the number you act on is the number that is actually true today.
Multi-currency. Accounts can be held in any currency and sit alongside everything else, so an offshore or foreign-denominated account is part of the same picture rather than a footnote.
Manual accounts. When an institution can't be synced, create the account and upload a statement or CSV — the transactions come in and behave exactly like a connected feed.
ii.
Real estate tracked as an asset, not a line item.
Each property carries its own valuation, equity position, and mortgage balance — so appreciation and leverage show up on the same balance sheet as everything else you own.
Income and associated expenses are clearly shown within the financial statements of the asset.
No spreadsheet kept on the side. No stale figure from last year's appraisal.
── Alternatives as first-class ──
Private holdings with full fidelity.
Private equity, private credit, and related capital accounts — modeled the way they actually work. Commitments, calls, distributions, NAVs, MOICs and IRRs. Not bolted on.
Most platforms sync a balance and stop there. Annise sees a capital account or an LLC-held property for what it actually is — so uncalled commitments, distributions, and true NAV live in one platform, not in a folder of PDFs.
“Your ownership isn't a single line. Your software shouldn't pretend it is.”
── Not aggregated. Interconnected. ──
An aggregator copies balances from one place to another. It never learns what a capital account is, or that a property sits inside an LLC. That gap is where the patchwork stack and the ownership fog begin.
“Reading a number is not the same as understanding it. Annise understands what it holds — so the whole picture stays true.”
── See the platform ──
Put your whole balance sheet in one place.
No credit card required. Cancel anytime.
Capital call notices, K-1s and statements handled automatically by Document Intelligence.