top of page

Features
Assets
Alternative Assets
Bank Accounts
Brokerage Accounts
Insights
Alerts
Events
Defaults & Profile
Messages
Opportunities
Analytics
Allocation
Performance
Income & Expenses
Records
Document Management
Notes
Platform
Asset Location
Cubed Architecture
Filters and Views
Health Score
Multiple Family Office Management
Owners
Statements
Web, iOS, iPad, Widget, Watch, and Siri
Investors
Life Stages
Just Starting Out
Your First Job and Equity Grant
You've Changed Jobs, Now What?
Your Family Is Growing
Accredited Investor
You Need Advisors
Trust & Estate
Supporting Your Family
Management Challenge
Benchmarks
Back Office Operations
Diversification
Liquidity Management
Investment Type
Private Equity
Private Credit
Real Estate
Members
Beneficiaries
Executors
Family Office Owner
Financial Advisors
Legal Advisors
Tax Advisors
Trustees
Pricing
About Us

Hands on a mobile phone

Contact Us

We want to hear from you!

Thanks for reaching out! Please let us know if you are interested in a demo or if you have questions, we're here to help.

First name

Last name

Email*

Message*

© 2025 Annise

Home
Login
Pricing
About Us
Contact Us
Policies
- Privacy
- Terms

Features

Alerts
Allocation
Alternative Assets
Asset Location
Bank Accounts
Brokerage Accounts
Cubed Architecture
Defaults & Profile
Document Management
Events
Filters and Views
Health Score
Income & Expenses
Messages
Multiple Family Office Management
Notes
Opportunities
Performance
Statements
Web, iPad, iOS, Widget, Watch, and Siri

Investors

Accredited Investor
Back Office Operations
Beneficiaries
Benchmarks
Diversification
Executors
Family Office Owner
Financial Advisors
Just Starting Out
Legal Advisors
Liquidity Management
Private Credit
Private Equity
Real Estate
Supporting Your Family
Tax Advisors
Trust & Estate
Trustees
You Need Advisors
Your Family is Growing
Your First Job and Equity Grant
You've Changed Jobs, Now What?

Features
Investors
Pricing
Policy
- Privacy
- Terms
About Us
Contact Us
Login

bottom of page