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Health Score

Annise is always helping making sure that your accounts are reconciled, transactions are correctly entered, and your online balance matches your running balance. A red dot means that a transaction is probably mis-categorized, a yellow dot means that the online balance doesn't match, and a green dot means that you’re good to go!

No credit card required. Cancel anytime.

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A man and a woman discussing financial health at a computer.

Constantly watching

Annise is constantly monitoring and analyzing your family office to alert you if things seem off or need to be updated. Every transaction that comes into Annise is evaluated. For example, if it’s a buy transaction, Annise will look at the number of securities post-transaction to confirm the resulting number of securities is correct. If not, your health score will be updated. It will monitor your online cash balances and if your ledger doesn't match your online balance, you will be notified. Additionally, Annise will let you know if an account needs re-authentication. The goal is to have the most accurate, up-to-date information in Annise to ensure you’re looking at the most accurate view of your net worth.

Red / Yellow / Green

Annise uses a red, yellow and green system to note the severity of the issue. For example, if a transaction is causing your total share count to be off, you’ll get a red notice. If your online balance doesn’t match your ledger, you’ll get a yellow notice. In this case, most likely the bank has updated their online balance but you’ve not yet received the latest transactions. Finally, if you’re all up to date, you’ll get a green notice. Always try to be green!

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Frequently Asked Questions

  • Annise iOS analytics

    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.

  • Annise iOS analytics

    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.

  • Annise iOS analytics

    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.

  • Annise iOS analytics

    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.

  • Annise iOS analytics

    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.

  • Annise iOS analytics

    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.

  • Annise iOS analytics

    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

  • Annise iOS analytics

    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.

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