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1-877-260-5231

  • For Investors with multiple custodians and  alternative asset classes seeking a holistic Family Office approach

    $39.99 / month

    10% discount / year

    Explorer includes:

    Annise Experience

    • Web: Access all of your information and transaction history on the Web app

    • iOS: Access all of your assets, analytics, cash flow, and messaging on the iOS app

    • Widget: Access portfolio and changes to portfolio through MacOS / iOS widgets

    • Watch: Access portfolio and changes to portfolio on WatchOS

    • Siri: Access various characteristics of your FO through Siri

    ​

    Member Management:

    • Family: Invite spouse, partners, children as Members

    • Advisors: Financial, legal, estate, and tax advisors

    • Executors, trustees, and beneficiaries: Member that has access to allowed detail

    • No limit to number of Members

    ​

    Records Management:

    • Upload documents (.pdf, .jpg, .xls, etc.)

    • Upload notes (remember items when reviewing performance)

    ​

    Custodial Accounts:

    • Unlimited brokerage connections (Fidelity, Schwab, etc.)

    • Unlimited banking connections (limited to deposit accounts at this time)

    • Crypto Coinbase

    ​

    Alternative Asset Classes:

    • Unlimited personal assets (e,g, residential homes, cars, etc.)

    • Unlimited alternative asset classes (multi-family, angel, etc.)

    ​

    Securities Management:

    • Security level analysis and drill down

    • Securities sync and meta data application

    • Income stream projections

    • Security-specific ownership across accounts and across trusts

    • Security-specific alerts

    ​

    Analytics:

    • Allocation by security and asset class

    • Allocation by geography

    • Allocation by industry and sub-industry

    • Income and expense by asset class, security etc.

    ​

    Notifications

    • Robust notifications that offers ability to tailor communications

    • FO level: Addition / deletion of  members, member access, etc.

    • Portfolio level: Income, trades, etc.

    ​

    Statements:

    • Balance Sheet
    • Income Statement
    • Cash Flow

    ​

    AI-Enabled Data Management

    • Historical data upload

    • Monthly account reconciliation

    • Quarterly investor capital account reconciliation

    • Ad-hoc capital call processing

     

    Support:

    • On-boarding Specialist: Training and FO set up

    • Access only with your permission

    • Custom research and analysis (e,g, securities lookup)

    • Help Site & AI support

    • Email

    ​

    ​

    ​

  • For Investors with a more fully developed portfolio, looking to start evaluating asset classes, managers and advisors; and using trusts to manage their assets, beneficiaries and gifting

    $69.99 / month

    10% discount / year

    Everything in Explorer, and:

    Manager and Advisor Management:​

    • Manager set up and benchmarking

    • Filters by Manager

    • Filters by Advisor

     

    Trust Management:​

    • Filters by Trust (Revocable, Non-Revocable, etc)

     

    Analytics:​

    • Asset-Specific Advanced Reports (j-curve, etc.)​

    ​​

    Notifications:

    • Manager / Advisor Alerts: Performance vs Benchmark, confirm fee calculations, etc.

    • Trust-related alerts: Performance vs benchmark, trustee/beneficiary access, percentage cash threshold

     

    Statements:​

    • Estimated Tax Payments

    • Cap Gains​

     

    Support:​

    • Phone

    • Dedicated Support Team

    ​

    ​

    ​

  • For Investors seeking access to Advanced Analytics/Opportunities and Advanced AI-enabled wealth management analytics

    $99.99 / month

    10% discount / year

    Everything in Navigator, and:

    Advanced Analytics:​

    • Portfolio optimization opportunities

    • Monte Carlo analysis

     

    AI-enabled Wealth Management Analytics

    ​​

    ​

    ​

    ​

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Pricing

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Try Annise Free

Access to all Annise features for 30 days. No credit card required. Cancel anytime.

Save Time,
Gain Clarity,
Take Control.

  • Everything in one place

  • Get rid of spreadsheets

  • Add and track alternatives with AI-enabled document management

  • Understand performance, calculate MOICs, IRRs

  • Control your data

Explorer

For Investors with multiple custodians and alternative asset classes seeking a holistic Family Office approach

$39.99 / month

10% discount / year

Explorer includes:

Annise Experience

  • Web: Access all of your information and transaction history on the Web app

  • iOS: Access all of your assets, analytics, cash flow, and messaging on the iOS app

  • Widget: Access portfolio and changes to portfolio through MacOS / iOS widgets

  • Watch: Access portfolio and changes to portfolio on WatchOS

  • Siri: Access various characteristics of your FO through Siri

​

Member Management:

  • Family: Invite spouse, partners, children as Members

  • Advisors: Financial, legal, estate, and tax advisors

  • Executors, trustees, and beneficiaries: Member that has access to allowed detail

  • No limit to number of Members

​

Records Management:

  • Upload documents (.pdf, .jpg, .xls, etc.)

  • Upload notes (remember items when reviewing performance)

​

Custodial Accounts:

  • Unlimited brokerage connections (Fidelity, Schwab, etc.)

  • Unlimited banking connections (limited to deposit accounts at this time)

  • Crypto Coinbase

​

Alternative Asset Classes:

  • Unlimited personal assets (e,g, residential homes, cars, etc.)

  • Unlimited alternative asset classes (multi-family, angel, etc.)

​

Securities Management:

  • Security level analysis and drill down

  • Securities sync and meta data application

  • Income stream projections

  • Security-specific ownership across accounts and across trusts

  • Security-specific alerts

​

Analytics:

  • Allocation by security and asset class

  • Allocation by geography

  • Allocation by industry and sub-industry

  • Income and expense by asset class, security etc.

​

Notifications

  • Robust notifications that offers ability to tailor communications

  • FO level: Addition / deletion of  members, member access, etc.

  • Portfolio level: Income, trades, etc.

​

Statements:

  • Balance Sheet
  • Income Statement
  • Cash Flow

​

AI-Enabled Data Management

  • Historical data upload

  • Monthly account reconciliation

  • Quarterly investor capital account reconciliation

  • Ad-hoc capital call processing

 

Support:

  • On-boarding Specialist: Training and FO set up

  • Access only with your permission

  • Custom research and analysis (e,g, securities lookup)

  • Help Site & AI support

  • Email

​

Navigator

For Investors with a more fully developed portfolio, looking to start evaluating asset classes, managers and advisors; and using trusts to manage their assets, beneficiaries and gifting

$69.99 / month

10% discount / year

Everything in Explorer, and:

Manager and Advisor Management:​

  • Manager set up and benchmarking

  • Filters by Manager

  • Filters by Advisor

 

Trust Management:

  • Filters by Trust (Revocable, Non-Revocable, etc.)

 

Analytics:​

  • Asset-Specific Advanced Reports (j-curve, etc.)​

​​

Notifications:

  • Manager / Advisor Alerts: Performance vs Benchmark, confirm fee calculations, etc.

  • Trust-related alerts: Performance vs benchmark, trustee/beneficiary access, percentage cash threshold

 

Statements:​

  • Estimated Tax Payments

  • Cap Gains​

 

Support:​

  • Phone

  • Dedicated Support Team

​

Voyager

For Investors seeking access to Advanced Analytics/Opportunities (i.e. rebalance portfolio, Monte Carlo analysis, etc.) and advanced AI-based wealth management analytics

$99.99 / month

10% discount / year

Everything in Navigator, and:

Advanced Analytics:

  • Portfolio optimization opportunities

  • Monte Carlo analysis

 

AI-based Wealth Management Analytics

​​

​

​

Explorer Basic Includes:

Annise Experience

  • Web: Access all of your information and transaction history on the Web app

  • iOS: Access all of your assets, analytics, cash flow, and messaging on the iOS app

  • Widget: Access portfolio and changes to portfolio through MacOS / iOS widgets

  • Watch: Access portfolio and changes to portfolio on WatchOS

  • Siri: Access various characteristics of your FO through Siri

​

Member Management:

  • Family: Invite spouse, partners, children as Members

  • Advisors: Financial, legal, estate, and tax advisors

  • Executors, trustees, and beneficiaries: Member that has access to allowed detail

  • No limit to number of Members

​

Records Management:

  • Upload documents (.pdf, .jpg, .xls, etc.)

  • Upload notes (remember items when reviewing performance)

Custodial Accounts:

  • Unlimited brokerage connections (Fidelity, Schwab, etc.)

  • Unlimited banking connections (limited to deposit accounts at this time)

  • Crypto Coinbase

​

Alternative Asset Classes:

  • Unlimited personal assets (e,g, residential homes, cars, etc.)

  • Unlimited alternative asset classes (multi-family, angel, etc.)

​

Securities Management:

  • Security level analysis and drill down

  • Securities sync and meta data application

  • Income stream projections

  • Security-specific ownership across accounts and across trusts

  • Security-specific alerts

​

Analytics:

  • Allocation by security and asset class

  • Allocation by geography

  • Allocation by industry and sub-industry

  • Income and expense by asset class, security etc.

Notifications

  • Robust notifications that offers ability to tailor communications

  • FO level: Addition / deletion of  members, member access, etc.

  • Portfolio level: Income, trades, etc.

​

Statements:

  • Balance Sheet
  • Income Statement
  • Cash Flow

​

AI-Enabled Data Management

  • Historical data upload

  • Monthly account reconciliation

  • Quarterly investor capital account reconciliation

  • Ad-hoc capital call processing

Explorer Basic Includes:

Annise Experience

  • Web: Access all of your information and transaction history on the Web app

  • iOS: Access all of your assets, analytics, cash flow, and messaging on the iOS app

  • Widget: Access portfolio and changes to portfolio through MacOS / iOS widgets

  • Watch: Access portfolio and changes to portfolio on WatchOS

  • Siri: Access various characteristics of your FO through Siri

​

Member Management:

  • Family: Invite spouse, partners, children as Members

  • Advisors: Financial, legal, estate, and tax advisors

  • Executors, trustees, and beneficiaries: Member that has access to allowed detail

  • No limit to number of Members

​

Records Management:

  • Upload documents (.pdf, .jpg, .xls, etc.)

  • Upload notes (remember items when reviewing performance)

​

Custodial Accounts:

  • Unlimited brokerage connections (Fidelity, Schwab, etc.)

  • Unlimited banking connections (limited to deposit accounts at this time)

  • Crypto Coinbase

​

Alternative Asset Classes:

  • Unlimited personal assets (e,g, residential homes, cars, etc.)

  • Unlimited alternative asset classes (multi-family, angel, etc.)

​

Securities Management:

  • Security level analysis and drill down

  • Securities sync and meta data application

  • Income stream projections

  • Security-specific ownership across accounts and across trusts

  • Security-specific alerts

​

Analytics:

  • Allocation by security and asset class

  • Allocation by geography

  • Allocation by industry and sub-industry

  • Income and expense by asset class, security etc.

​

Notifications

  • Robust notifications that offers ability to tailor communications

  • FO level: Addition / deletion of  members, member access, etc.

  • Portfolio level: Income, trades, etc.

​

Statements:

  • Balance Sheet
  • Income Statement
  • Cash Flow

​

AI-Enabled Data Management

  • Historical data upload

  • Monthly account reconciliation

  • Quarterly investor capital account reconciliation

  • Ad-hoc capital call processing

Explorer

For Investors with multiple custodians and alternative asset classes seeking a holistic Family Office approach

$39.99 / month

10% discount / year

Navigator

For Investors with a more fully developed portfolio, looking to start evaluating asset classes, managers and advisors; and using trusts to manage their assets, beneficiaries and gifting

$69.99 / month

10% discount / year

Everything in Explorer, and:

Manager and Advisor Management:​

  • Manager set up and benchmarking

  • Filters by Manager

  • Filters by Advisor

 

Trust Management:

  • Filters by Trust (Revocable, Non-Revocable, etc.)

 

Analytics:​

  • Asset-Specific Advanced Reports (j-curve, etc.)​

​​

Notifications:

  • Manager / Advisor Alerts: Performance vs Benchmark, confirm fee calculations, etc.

  • Trust-related alerts: Performance vs benchmark, trustee/beneficiary access, percentage cash threshold

 

Statements:​

  • Estimated Tax Payments

  • Cap Gains​

 

Support:​

  • Phone

  • Dedicated Support Team

​

Voyager

For Investors seeking access to Advanced Analytics/Opportunities (i.e. rebalance portfolio, Monte Carlo analysis, etc.) and advanced AI-based wealth management analytics

$99.99 / month

10% discount / year

Everything in Explorer, and:

Manager and Advisor Management:​

  • Manager set up and benchmarking

  • Filters by Manager

  • Filters by Advisor

 

Trust Management:

  • Filters by Trust (Revocable, Non-Revocable, etc.)

 

Analytics:​

  • Asset-Specific Advanced Reports (j-curve, etc.)​

​​

Notifications:

  • Manager / Advisor Alerts: Performance vs Benchmark, confirm fee calculations, etc.

  • Trust-related alerts: Performance vs benchmark, trustee/beneficiary access, percentage cash threshold

 

Statements:​

  • Estimated Tax Payments

  • Cap Gains​

 

Support:​

  • Phone

  • Dedicated Support Team
     

Advanced Analytics:

  • Portfolio optimization opportunities

  • Monte Carlo analysis

 

AI-based Wealth Management Analytics

​​

​

​

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