Document Intelligence
At Annise, document intelligence is a core pillar of our Unified Wealth Operating System. From ingestion and categorization, to processing and secure storage, Annise simplifies the complex, manual tasks of investment document management — turning static files into intelligence that power your family office.
No credit card required. Cancel anytime.
Seamless document ingestion
Ingest documents however works best for you:
-
Upload directly via platform
-
Drag and drop into Annise
-
Forward to your custom Family Office email address
-
Grant Annise ability to log into General Partner (GP) portals via Letter of Authorization (LOA)
-
Integrate via APIs
Write a Title Here
Smart categorization
Annise leverages AI to categorize documents by type, entity, account, and even underlying security — streamlining document management while enabling seamless data extraction and processing.
Write a Title Here
Integrated document management
Annise’s intelligent file system keeps your documents precisely where they belong - linked to the accounts, trusts, assets, managers, or advisors they reference. No more endless folder searching. Find the board deck, capital call, estate plan, or quarterly report instantly - in context, when and where you need it.
Write a Title Here
Actionable processing
Annise doesn’t just store documents — it understands them. We extract key data and trigger workflows across your wealth operating system:
-
Reconcile brokerage and bank accounts
-
Log capital calls into future cash flow projections
-
Update valuations from capital account statements
-
Track performance and commitments across asset classes
Write a Title Here
Integrated document management
Annise’s intelligent file system keeps your documents precisely where they belong - linked to the accounts, trusts, assets, managers, or advisors they reference. No more endless folder searching. Find the board deck, capital call, estate plan, or quarterly report instantly - in context, when and where you need it.
Write a Title Here
Integrated document management
Annise’s intelligent file system keeps your documents precisely where they belong - linked to the accounts, trusts, assets, managers, or advisors they reference. No more endless folder searching. Find the board deck, capital call, estate plan, or quarterly report instantly - in context, when and where you need it.
Write a Title Here
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.