Diversification
Ensuring diversification is a core tenant for long-term wealth management. Unfortunately, most investments and associated advisors are siloed when advising, without having a holistic view of assets. Annise is able to provide you with a holistic view of your wealth.
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One View
One of the biggest challenges, and one of Annise’s greatest strengths, is to provide the family office owner and all advisors with one holistic view of personal and investment assets across asset class / type. Annise’s platform combines private assets, custodial assets, and banking accounts all in one place.
Analytics
No matter the view of your family office, you’ll want to understand diversification. Annise enables you to view your assets by class (e.g. real estate) and sub-class (e.g. multi-family), by geography (e.g. France) and region (e.g. EMEA), and by industry (e.g. technology) and sub-industry (e.g. software). You can view each of these attributes across all your assets as well.
Rebalance
Set your allocation goals by asset class at the account, trust, asset class, and family office level. Annise will keep track of the drift (i.e. goal minus actual). If the drift is off by a member-established notification amount (e.g. 10%), Annise will alert you and your advisors that you might want to consider rebalancing your portfolio to get it back to goal and on strategy.
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.