── ANNISE • PLATFORM ──
One platform. Every dimension of your wealth.
Banking, brokerage, alternatives, trusts & LLCs, asset managers & advisors, financial statements, and notes and documents — unified, not aggregated. One system of record, run by a team of Agents, shared with everyone permissioned appropriately.
1
SYSTEM OF RECORD
Every account, entity, and asset type living in one place — not stitched together after the fact.
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AI AGENTS READING ACROSS IT
Back Office, Tax, Estate, Budget, Portfolio — coordinated by the Annise Agent.
∞
PERMISSIONED COLLABORATORS
Family members, advisors, trustees, and beneficiaries — each see exactly their slice — with no per-member fees.
── The System ──
Every part of your wealth, everyone working from the same page.
Seven core elements, one architecture. Each is a discipline in its own right — but the leverage comes from the fact that they share a single source of truth. Follow any one into its own page.
── The Foundation ──
Organized isn't the same as understood.
A patchwork stack can be tidy and still leave you in the dark — each login shows a fragment, and the gaps between systems are where ownership fog lives. One system of record closes the gaps: nothing to reconcile, nothing to miss.
── The Common Layer ──
One system, connected from the ground up.
These aren't features of any one pillar — they're the foundation underneath all of them. One data model. One notification layer. One access layer throughout.