Platform
Annise is a cloud-based software and services platform designed to meet you wherever you’d like to meet, go wherever you’d like to go, and stay with you over your lifetime. Easily interface with Members, and allow for easy movement between independent family offices.
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Cubed Architecture
Annise gives you a standard view of your portfolio regardless of the angle through which you’re looking at those assets. You can look at it from an overall family office perspective, you can filter and save a view of just your individual and revocable trust assets. You can view your portfolio by asset manager or advisor. You can view just assets owned by a specific trust, You can view specific accounts or specific assets. You can view assets just at the asset class level. And, you can view any combination of individual assets, accounts and trusts. In all cases, the view will be the same allowing for easy, intuitive and comparable insight across all dimensions of your family office.
Health score
Annise is always helping making sure that your accounts are reconciled, transactions are correctly entered, and your online balance matches your running balance. A red dot means that a transaction is probably mis-categorized, a yellow dot means that the online balance doesn't match, and a green dot means that you’re good to go!
Owners
One of the most important aspects of estate planning is understanding who owns what, what income is derived from each asset, how these assets are managed, and how they and the associated income get distributed over time. Once you’ve connected your accounts and added your private securities, you can associate them with individuals and trusts to get a holistic view and help manage your estate. Assign Grantors, Trustees and / or Beneficiaries, and invite them as Members if you’d like to have them access to Annise.
Statements
Analyzing financial statements by way of a full cash-based general ledger is a must as your net worth grows. Typical balance sheet, income statement and cash flow statements are further enhanced with trial balance and general ledger statements augmented by quarterly estimated tax statements and gain / loss statements to provide a truly holistic view of your family office.
Web, iOS, iPad, Widget, Watch, and Siri
Annise is a cloud-based software and services platform designed to meet you wherever you’d like to meet, go with you wherever you’d like to go, and stay with you over your lifetime. An intuitive user experience interface allows for easy movement between independent family offices.
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.