Income & Expense Management
As a Unified Wealth Operating System, Annise puts income and expense management on equal footing with portfolio management and alternatives management. Keep track of trading income, investment income, personal (non-investment) income, and related expenses. A flexible chart of accounts, editable transactions, financial statements, and analytics allow you to customize Annise to fit your needs, so you can quickly and clearly see what you’re spending, and analyze total spend, category spend and payee spend. Keep track of income and expense by individual and trust. It’s easy and intuitive.
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Trading income
Trading income includes short term and long term capital gains and losses. Annise keeps track of purchase and sale history of every security at the tax lot level. This allows for you to easily keep track of short and long term gains and losses. Annise also keeps track of trading expenses. Easily categorize transactions as fund fees or trading fees.
Investment income
Investment income includes all income derived from owning your investment portfolio. Income includes dividends, rents, interest, etc. Expenses include tax deductible liabilities, management fees, etc. Additionally, categorize funds received as distributions and later, once you receive K-!s, you can recategorize into all types of investment income and return of capital. And, easily keep track of related taxes.
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.