Estate Advisors
Invite your estate advisors to view all of your trust-owned and individually-owned assets and liabilities. They'll be able to see the value and related income of each asset by trust to help better understand the waterfall to ultimate beneficiaries.
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Title of assets
One of the biggest challenges for estate advisors is knowing who owns what assets and where those assets are located. The titling of assets has an enormous affect on how the actual estate is processed. If assets are not titled according to the plan, unexpected taxes might arise, and unexpected payouts to beneficiaries might cause challenges. Estate advisors will use Annise Statements and Owners tabs to make certain all is on plan.
Asset mix
Various types of trusts (e.g. Crummey, DAF, GRAT, revocable, etc.) lend themselves to particular assets. Your estate attorney will work to make certain the appropriate assets are owned by the appropriate trusts, and to make sure those trusts have the appropriate income and liquidity. Estate advisors will access Annise’s Owners and Statements table to keep track of expected results. They’ll also be able to work with beneficiaries (individuals and charitable organizations) to heap them understand distributions over time.
Document management
Estate plans generate numerous integrated documents. Keeping track of powers of attorney, HIPPA releases, wills, codicils, and trust documents is a challenge. Estate advisors will use Annise’s documents to make certain wills and codicils are associated with individuals, and trust documents are associated with revocable and irrevocable trusts, etc. They’ll also work with the FOO to make sure trustees and for-hire trustees have access and a shared understanding of family assets that continuously change.
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.