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.
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Seamless document ingestion
Ingest documents however works best for you:
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Upload directly via platform
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Drag and drop into Annise
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Forward to your custom Family Office email address
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Grant Annise ability to log into General Partner (GP) portals via Letter of Authorization (LOA)
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Integrate via APIs
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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.
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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.
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Frequently Asked Questions
Why should I use Documents?
You should use Documents whenever you’d like to save a document or file, for example: Manager or Advisor-related presentations like quarterly and annual updates; Security-related documents like Capital Call Notices, Distribution Notices; Capital Account statements; videos and pictures; and Account-related documents like Brokerage Statements, and Banking Statements.
How do I add a Document?
Documents can be added in one of three ways:
1. Add a Document by simply clicking on the “+” or add button and upload one or multiple documents at a time
2. Drag & Drop one or multiple documents to the Documents tab of the Family Office and categorize the document, or Drag & Drop one or multiple documents to the Documents tab of the specific entity in which the document is related
3. Email the document to documents@annise.io. Note: Be 100% certain you’re emailing the documents from the email address that’s registered in your profile as the family office owner.
What types of Documents can I add?
You can add CSV, PDF, PNG, JPEG, JPG, PPT, PPTX, DOC, DOCX, XLS, XLSX, and MP4 files.
How can I use Documents to save time?
When you add a document to Annise, Annise uses AI to “process” your documents — automatically categorizing the document to the appropriate level and updating Annise to reflect the document content.
How does Annise process Capital Accounts?
Once added, simply select Capital Account as a type of document and Annise will update the value of the asset within the asset’s Chart.
How does Annise process Capital Calls?
Once added, simply select Capital Call as the type of document and Annise will update the Capital Call Schedule related to this security with the amount needed to be wired and the date the capital call needs to be received.
How does Annise process Brokerage Statements?
Once added, simply select Brokerage Statement as the type of document and Annise will reconcile your brokerage account statement to what is in Annise. Specifically, Annise will confirm the cash balance, number and type of securities, tax lots and cost basis, and price of each security at the statement date. If all matches, the Reconciliation date within the Account will be updated. If not, it will be reviewed by your Customer Success team to resolve. They may need to reach out to you to clarify a particular transaction.
How does Annise process an Asset Image?
Once added, simply select Asset Image as the type of document and Annise will add this picture to the Dashboard of that particular asset. Note: The Asset Picture can be any kind of picture or video.
What are the other types of Documents?
You can add Bank Statements, Insurance Policies, Investment Opportunities, K-1’s, Partnership agreements, Trust agreements, Wills and Other. These types are not processed by Annise. They are categorized to make it easier to identify the document.
How do I view a Document?
Documents can be viewed in one of two ways:
1. You can view a Document by clicking on the Document itself and it will render in a new tab in your browser.
2. By hovering your cursor over the document, looking to the right, and clicking on the eye icon.
How do I edit a Document?
You can edit a Document by clicking on the Document itself or by hovering your cursor over the document, looking to the right, and clicking on the pencil icon.
How do I add a description to a Document?
You can add a description by putting the Document in edit mode and entering a description.
How are Documents categorized?
Documents are categorized by level. For example, you can add a Document to a Security, Account, Private Holding, Trust, Manager or Advisor level.
How are Documents categorized?
Documents are categorized by level. For example, you can add a Document to a Security, Account, Private Holding, Trust, Manager or Advisor level.
Can I see all of my Documents at once?
Documents default to being ordered by Date. The page is a lazy-load page which means that you can scroll to the bottom of the page, swipe up, and earlier Documents will appear.
Can I search for a Document?
You can search for a document by entering part or all of the subject into the search box and, after a moment, Documents related to that search will render.
What happens if I click on the hyperlinked name of a Document?
If you click on the name of a Document, you will be taken to the Documents section of that particular security, account, etc.
How do I delete a document?
Documents can be deleted in one of two ways:
1. Check the box related to the Document and click on the trash icon
2 Hover over the Document, look to the right, and click on the trash can icon.
Note: This cannot be undone!
Can I use Documents to summarize a document like a trust?
When you add a document, you will be able to check a box to have Annise prepare a summary of the document. This summary will be put into the description of the document. This is a feature that is coming soon.
Can Documents be forwarded to another member?
This is a feature that’s coming soon.
Actionable processing
Annise doesn’t just store documents — it understands them. We extract key data and trigger workflows across your wealth operating system:
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Reconcile brokerage and bank accounts
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Log capital calls into future cash flow projections
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Update valuations from capital account statements
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Track performance and commitments across asset classes
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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.