Bank Accounts
Your banking accounts manage a single asset class (i.e. cash). Once accounts are connected and synced, your daily transactions will be imported into Annise allowing you to track income and expenses by assigning categories to each transaction. You will also have access to investment-related transaction types (e.g. capital calls and bond maturities) to more comprehensively manage your investment portfolio.
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Connect all of your banking accounts
Through multiple network providers (e.g. Plaid and ByAllAccounts), connect and sync banking accounts including checking, savings, certificates of deposit, credit cards (COMING SOON), lines of credit, and mortgages from all of the major, and a many minor, financial institutions.
Chart of account management
Create categories (e.g. utility) and subcategories (e.g. electric or gas) and match transactions to categories to get a holistic picture of your income and expenses. Investments (e.g, capital calls) and tax-specific (e.g. deductible interest) transactions provide better accuracy and more insight.
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.
Frequently Asked Questions
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