Notes
Take notes in the moment with Annise. Keep reminders of quarterly results, annual meetings, or one-off conversations with asset managers. Share an agenda for an upcoming advisor meeting, Notes are automatically filtered based on what security, asset class, account, trust, manager, or advisor you are reviewing.
No credit card required. Cancel anytime.
WYSIWYG editing of notes
Easy to create, format, edit, and spell check notes.
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Attach associated files
Attach any type and kind of file to make sure you can keep it as part of your note.
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Frequently Asked Questions
Why should I use Notes?
You should use Notes whenever you’d like to comment on a manager presentation, advisor meeting, or security update — really anything of importance to you.
How do I add a Note?
Add a Note by simply clicking on the “+” or add button.
How do I delete a Note?
Notes can be deleted in one of three ways:
1. Check the box related to the Note and click on the trash icon.
2. Click on the Note, click on the pencil icon in the upper right hand corner of the Note to put it in edit mode, and click on Delete Note at the bottom left.
3. Hover over the Note, look to the right, and click on the trash can icon.
Note: This cannot be undone!
How do I edit a Note?
You can edit a Note by clicking on the Note itself or by hovering your cursor over the note, looking to the right, and clicking on the pencil icon.
Can I add an attachment to a Note?
Yes, simply click upload document at the bottom of the Note to add any type of Document you’d like.
Can Notes be forwarded to another Member?
This is a feature that is coming soon.
How are Notes categorized?
Notes are categorized by level. For example, you can add a Note to a Security, Account, Private Holding, Trust, Manager or Advisor level.
How can I sort Notes?
Notes can be sorted by clicking on Date, Member, Note, Level, and Name.
Can I use Notes to record an audio summary of a meeting?
You will be able to click on the microphone to record a transcript and summary of a meeting. This is a feature that’s coming soon.
Can I see all of my Notes at once?
Notes default to being ordered by Date. The page is a lazy-load page which means that you can scroll to the bottom of the page, swipe up, and earlier Notes will appear.
Can I search for a Note?
You can search for a note by entering part or all of the subject into the search box and, after a moment, Notes related to that search will render.
What happens if I click on the hyperlinked name of a note?
If you click on the Name of a Note, you will be taken to the Notes section of that particular security, account, etc.
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.
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.