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Members

One of the biggest challenges is to give the right people access to the right assets, accounts, trusts and family office. Most people send links to spouse, have different spreadsheets for different family members, and generally keep track of an orderly mess.

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Financial Advisors

Invite your financial advisor(s) to part or all of your family office. One advisor who manages your muni portfolio will just have access to those assets. Another who manages your equity securities will have access just to those accounts. Still, maybe others you'll want to have access to everything. Financial advisors will be in the know across all your assets and up to date at all times.

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Estate Advisors

Invite your estate advisors to view all of you trust-owned and individually-owned assets and liabilities. They'll be able to see  income and value of each asset by trust to help better understand the waterfall to ultimate beneficiaries.

Office Meeting

Tax Advisors

Whether you're looking at ISO / NQL stock option exercise tax, QSBS tax benefits for small businesses, suspended losses across passive income assets, you'll need to have a wholistic conversation with our tax advisors. Simply invite them to the platform and you'll all be working off the same information.

Filling Out Tax Form

Legal Advisors

Managing LLCs and partnership is time consuming and sometimes complex. We encourage you to invite you legal advisor for annual check-ups and risk assesments. 

Insurance Consultation

Executors

Keeping track of contacts for assets, custodians where assets are held, and documents such as wills, powers of attorney, codicils, and trust documents is no easy task. Just invite your executors and they will have an easy view to processing an estate.

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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.

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