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Features

Alerts
Allocation
Alternative Assets
Asset Location
Bank Accounts
Brokerage Accounts
Cubed Architecture
Defaults & Profile
Document Intelligence
Events
Filters and Views
Health Score
Income & Expense
Messages
Multiple Family Office Management
Notes
Opportunities
Performance
Statements
Web, iPad, iOS, Widget, Watch, and Siri

Disclaimer: Annise is a technology platform and does not provide investment, legal, or tax advice. Performance calculations and insights are for informational and illustrative purposes only. Past performance is not indicative of future results. By using Annise, you grant Annise a limited, non-exclusive license to use, modify, and process your data solely for the purpose of providing and improving the Annise Services

Investors

Accredited Investor
Back Office Operations
Beneficiaries
Benchmarks
Diversification
Executors
Family Office Owner
Financial Advisors
Emerging Investor
Legal Advisors
Liquidity Management
Private Credit
Private Equity
Real Estate
Supporting Your Family
Tax Advisors
Trust & Estate
Trustees
You Need Advisors
Your Family is Growing
Your First Job and Equity Grant
You've Changed Jobs, Now What

Disclaimer: Annise is a technology platform and does not provide investment, legal, or tax advice. Performance calculations and insights are for informational and illustrative purposes only. Past performance is not indicative of future results. By using Annise, you grant Annise a limited, non-exclusive license to use, modify, and process your data solely for the purpose of providing and improving the Annise Services

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