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
── Document Intelligence
Your documents don't belong in folders. They belong in context.
Every document in Annise is linked to what it belongs to — the asset, the entity, the advisor, the trust. Not because you organized it that way. Because the system knows.
0
PHYSICAL FOLDERS REQUIRED
Documents surface where and when they're relevant, automatically, by context.
3+
AI agents reading your documents
Back Office, Tax, Opportunity, and Estate — each working from full context.
∞
People, one shared picture
Advisors, trustees, beneficiaries — each permissioned to see exactly their slice.
── Context-First Architecture ──
No endless searching. No "I know I have this somewhere."
Annise links documents to context — asset, investment, manager, advisor, entity, owner — not folders. When you open a position or an entity, every document that belongs to it is right there.
The filing cabinet metaphor is dead. In its place: a system that understands what each document is, and what it relates to, and surfaces it when and where it's actually useful.
"When you're reviewing a private equity position, the subscription agreement, the latest capital account statement, and the K-1 are right there — not because you navigated to a folder, but because they belong to that context and the system knows it."
── AI Document Agents
Contextual organization is the foundation. What Annise builds on top of it is where the real leverage is. Every document ingested into Annise is analyzed by AI — not just indexed, but read and understood in the context of everything else in your financial picture.
── Shared Intelligence, Controlled Access
One source of truth. Everyone on the same page — literally.
Annise lets owners invite advisors, family members, beneficiaries, executors, and trustees — each permissioned to see exactly their relevant documents and nothing more, with no per-member fees.
The estate attorney sees the trusts. The CPA sees the K-1s and statements. The beneficiary sees their portion. No more sending PDFs around. No more "do you have the latest version?"
"The alternative is what most families are living with today: advisors working from different document sets, decisions made on incomplete information, and the quiet operational risk of a picture that nobody sees in full."
── The Hidden Asset ──
The hidden asset hiding in plain sight.
The documents you've been managing as a burden are actually the connective tissue of your entire financial life. They encode your intentions, your obligations, your history, and your opportunities.
The difference between a filing cabinet and a wealth intelligence system isn't the documents. It's what you can do with them. If your documents are sitting in folders right now — organized or otherwise — they're not working for you. They're waiting.
