Life Stages
Each of us has a unique wealth journey that gets more and more complicated over time alongside growing families and assets. Annise is your trusted platform that helps manage all of it throughout your life.
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You’ve changed jobs, now what?
Changing jobs is an exciting and challenging time. You were probably granted an equity incentive in your new company, they probably offer a new 401(k) at a different custodian, and you have to figure out if you’re going to exercise your old options and if you’re going to rollover your old 401(k) into a rollover IRA.
Your family is growing
With children on the way, it's important to start thinking about saving for college and that will lead you to 529 plans. And, 529 plans will most likely lead you to needing to incorporate another custodian in the mix.As they get older, you'll need to start thinking about joint banking accounts to encourage savings, access to debit and credit cards, and accounts that you can easily monitor and fund.
Accredited investor
Accredited Investors are those that have over $1M of net worth - outside their primary residence or greater than $200,000 of annual income over the past two years - either individually or jointly with a spouse. Accredited investors have many more opportunities to invest in alternative assets. All need to be managed and monitored.
You need advisors
As your assets grow in size and complexity, it's always a good idea to seek outside advice. Financial, tax, and estate advisors are a must. Annise provides access for all to see part or all of your assets so everyone is on the same page. Annise also provides for benchmarking so you and your advisors can track how well you're doing to expectations.
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.