Multiple custodians, alternative assets & AI agents — unified family office view
MONTHLY
$39.99
/mo
YEARLY
$399.99
/yr
No credt card required. Cancel anytime.
ACCOUNTS & ASSETS
Unlimited brokerage, banking, crypto, alternative, and personal assets
Liquidity management — capital calls, distributions & amortizations
EXPENSE MANAGEMENT
Chart of accounts & automatic payee categorization
Associate income & expenses to specific assets
ANALYTICS
MOICs, IRRs, drift & benchmarking
Portfolio allocation by asset class, geography & industry
Asset location map & Family Office Health Score
AI AGENTS
Back Office Agent — documents, K-1s & statements
Micro Agent — security-level economic risk
STATEMENTS
Real-time balance sheet (every 20 min), income & cash flow
Cash flow forecasting
Trust, manager & advisor management with look-through analytics
MONTHLY
$69.99
/mo
YEARLY
$699.99
/yr
No credit card requiored. Cancel anytime.
Everything in Explorer, and:
TRUST & ENTITY MANAGEMENT
Create trusts & entities — associate assets, income & expenses
Trust-specific members, permissions & alerts
MANAGERS & ADVISORS
Performance benchmarking by manager & advisor
Customizable & shareable views by account, asset or trust
ANALYTICS
Look-through analytics across ETFs & mutual funds
MOICs & IRRs by trust, manager & advisor
AI AGENTS
Macro Agent — real exposure to rates, geopolitics & regional risk
Micro Agent enhanced with look-through analytics
STATEMENTS
Gain/loss reporting
Customizable balance sheet templates
Advanced analytics and AI agents with estimated tax reporting
MONTHLY
$99.99
/mo
YEARLY
$999.99
/yr
No credit card required. Cancel anytime
Everything in Navigator, and:
ADVANCED ANALYTICS
Monte Carlo analysis
DAF gifting at the tax lot level
AI AGENTS
Opportunity Agent — evaluate any new investment against your full portfolio
Tax Agent — effective & marginal rates by state, before you meet your advisor
Back Office Agent — reconciliation & multi-year historical data
STATEMENTS
Estimated tax reporting
Everything You Need to Run Your Wealth.
No AUM Fees. No Per-Member Charges.
Your Wealth. Your Agents. One Platform.
No spreadsheets, no AUM fees, no per-seat charges.
Plans from $39.99 to $99.99/mo
MEMBERS & ACCESS — Unlimited collaboration across all plans
Unlimited members — family, beneficiaries, executors, trustees, and financial, tax & legal advisors. Granular permissions. No per-member fees.
MEMBERS & ACCESS — Unlimited collaboration across all plans
Unlimited members — family, beneficiaries, executors, trustees, and financial, tax & legal advisors. Granular permissions. No per-member fees.
PLAN 01
Explorer
Multiple custodians, alternative assets & AI agents — unified family office view
MONTHLY
$39.99
/mo
YEARLY
$399.99
/yr
ACCOUNTS & ASSETS
Unlimited brokerage, banking, crypto, alternative, and personal assets
Liquidity management — capital calls, distributions & amortizations
EXPENSE MANAGEMENT
Chart of accounts & automatic payee categorization
Associate income & expenses to specific assets
ANALYTICS
MOICs, IRRs, drift & benchmarking
Portfolio allocation by asset class, geography & industry
Asset location map & Family Office Health Score
AI AGENTS
Back Office Agent — documents, K-1s & statements
Micro Agent — security-level economic risk
STATEMENTS
Real-time balance sheet (every 20 min), income & cash flow
Cash flow forecasting
PLAN 02
Navigator
Trust, manager & advisor management with look-through analytics
MONTHLY
$69.99
/mo
YEARLY
$699.99
/yr
Everything in Explorer, and:
TRUST & ENTITY MANAGEMENT
Create trusts & entities — associate assets, income & expenses
Trust-specific members, permissions & alerts
MANAGERS & ADVISORS
Performance benchmarking by manager & advisor
Customizable & shareable views by account, asset or trust
ANALYTICS
Look-through analytics across ETFs & mutual funds
MOICs & IRRs by trust, manager & advisor
AI AGENTS
Macro Agent — real exposure to rates, geopolitics & regional risk
Micro Agent enhanced with look-through analytics
STATEMENTS
Gain/loss reporting
Customizable balance sheet templates
PLAN 03
Voyager
Advanced analytics and AI agents with estimated tax reporting
MONTHLY
$99.99
/mo
YEARLY
$999.99
/yr
Everything in Navigator, and:
ADVANCED ANALYTICS
Monte Carlo analysis
DAF gifting at the tax lot level
AI AGENTS
Opportunity Agent — evaluate any new investment against your full portfolio
Tax Agent — effective & marginal rates by state, before you meet your advisor
Back Office Agent — reconciliation & multi-year historical data
STATEMENTS
Estimated tax reporting
MEMBERS & ACCESS — Unlimited collaboration across all plans
Unlimited members — family, beneficiaries, executors, trustees, and financial, tax & legal advisors. Granular permissions. No per-member fees.
See Your Complete Wealth Picture in One Platform.
Brokerage, banking, alternatives, trusts, and real estate
Replace spreadsheets with real-time performance reporting
Track MOICs, IRRs, and capital calls automatically
Invite unlimited advisors, trustees, and family members
No AUM fees. No per-member charges. No Surprises.
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