Family Office Owner

The family office owner (“FOO”) manages all aspects of the platform. Start by adding private assets, connecting your brokerage and banking accounts, and syncing your transactions. With this, your family office will spring to life. Once set, group assets under Managers; put particular assets and accounts into trusts; group assets, accounts and trusts under Advisors; invite Members to view certain or all securities, assets, accounts, trusts and family office; and finally, set notification, benchmark and tax defaults. Annise is ready to go!

Try It Free

No credit card required. Cancel anytime.

Who is the family office owner?

A family office owner is the chief administrative officer of the family office responsible for managing the trial, upgrading to a specific subscription, setting up the overall family office, and communicating with Annise for specific onboarding needs.

Try It Free

Net assets

You need a holistic view of your assets. Annise works best with all of your asset, liabilities, and transaction history in one place. Simply connect your brokerage and banking accounts and securities and transactions will be imported. Add any private assets (e.g real estate holdings) grouping them in the appropriate asset class (e.g multi-family) to get asset-specific insights, analytics and opportunities.

Try It Free

A family office owner discussing his net assets.

Asset managers

Know exactly how your asset managers are performing on an absolute or relative to benchmark basis. Simply set up a Manager (e.g. Parametric), add any associated fees (e.g. quarterly basis points), and associate particular assets and / or accounts.

Try It Free

Owners

Owners of particular assets are important for tax and estate planning purposes. Simply set up a trust (e.g. revocable), add associated trustees, beneficiaries, etc., and associate particular assets and / or accounts.

Try It Free

Owners of particular assets in discussion at a desk.

Advisors

As your net worth grows, you’ll need advisors. And the more assets you have the more advisors you’ll need. Simply set up an Advisor, assign any associated fees (e.g. quarterly fixed payment), and associate particular assets, accounts and / or trusts.

Try It Free

Team

Amplify your ability to manage your family office by inviting Members (e.g. spouse / partner) to view or edit specific assets, accounts, trusts, etc.. Once an invite is accepted, the Member can manage their own notification preferences. Now your whole team is on the same page.

Try It Free

Defaults

With your family office now set up and Members invited, use the FO defaults and your personal Profile to determine if and how often you’d like to receive various notifications (e.g income event, member access, etc.).

Try It Free

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.