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1-877-260-5231

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START FREE TRIAL

  • For Investors with brokerage and banking accounts as well as alternative assets seeking a holistic Family Office approach

    $39.99/month

    OR

    $399.99/year

    Explorer includes:

    Annise Experience

    • Web: Access all of your information and transaction history on the desktop or iPad

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

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

    • Watch: Access portfolio and changes to portfolio on WatchOS

    ​

    Member Management:

    • Family: Invite spouse, partners, children as Members

    • Advisors: Invite financial, legal, estate, and tax advisors

    • Estate: Invite executors, trustees, and beneficiaries

    • No limit to number of Members

    • No extra cost for incremental members

    • Permission each Member to specific assets, accounts, and trusts

    ​

    Records Management:

    • Upload, drag and drop, or email documents (.pdf, .jpg, .xls, .mov etc.)

    • Create notes and add related documents to enrich assets, accounts, trusts, etc. with relevant information

    ​

    Custodial Accounts:

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

    • Unlimited banking connections (Chase, BofA, etc.)

    • Crypto Coinbase

    ​

    Alternative Asset Classes:

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

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

    • Capital calls and maturities scheduled and forecasted into cash flow statements

    ​

    Securities Management:

    • Security level analysis and drill down

    • Securities sync and meta data application

    • Income stream history and projections

    • Security-specific ownership across accounts and across trusts

    • Security-specific alerts

    ​

    Analytics:

    • Allocation by asset class down to the security level

    • Allocation by geography

    • Allocation by industry and sub-industry

    • Income and expense by asset class, security etc.

    ​

    Notifications

    • Family office and individual member notifications

    • Extensive ability to tailor communications

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

    • Portfolio level notifications: Income, trades, etc.

    ​

    Statements:

    • Balance Sheet
    • Income Statement
    • Cash Flow
    • Estimated taxe
    • Gain/loss

    ​

    Support:

    • On-boarding Specialist: Training and FO set up

    • FO access only with your permission

    • Help Site & AI support

    • Email

  • For Investors looking to group assets and accounts by trust, manager and/or advisor; and evaluate their performance on an absolute and relative to benchmark basis

    $69.99/month

    OR

    $699.99/year

    Everything in Explorer, and:

    Trust Management:

    • Associate assets and accounts to trusts

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

     

    Manager Management:​

    • Associate assets and accounts to specific managers

    • Filters by Manager

     

    Advisor Management:​

    • Associate assets and accounts to specific advisors

    • Filters by Advisor

     

    Analytics:​

    • MOICs and IRRs by trust, manager and advisor

    • Performance benchmarking by trust, manager and advisor

    ​​

    Notifications:

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

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

    ​

    Permissions:​

    • Add trust-specific members (e.g. trustees, advisors and beneficiaries)

  • For Investors seeking to incorporate AI-enabled services and insights, as well as advanced analytics and opportunities (i.e. rebalance portfolio, Monte Carlo analysis, etc.) 

    $99.99/month

    OR

    $999.99/year

    Everything in Navigator, and:

    AI-Enabled Document Management

    • Historical data upload

    • Monthly account reconciliation

    • Quarterly investor capital account reconciliation

    • Ad-hoc capital call processing

     

    Advanced Analytics:

    • Portfolio optimization opportunities

    • Monte Carlo analysis

    • DAF gifting

     

    AI Macro and Micro Agents for portfolio insights and optimization

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Pricing

Annise Logo WHT.png

Try Annise Free

Access to all Annise features for 90 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

Annise Logo

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 brokerage and banking accounts as well as alternative assets seeking a holistic Family Office approach

$39.99/month

OR

$399.99/year

Explorer includes:

Annise Experience

  • Web: Access all of your information and transaction history on the desktop or iPad

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

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

  • Watch: Access portfolio and changes to portfolio on WatchOS

​

Member Management:

  • Family: Invite spouse, partners, children as Members

  • Advisors: Invite financial, legal, estate, and tax advisors

  • Estate: Invite executors, trustees, and beneficiaries

  • No limit to number of Members

  • No extra cost for incremental members

  • Permission each Member to specific assets, accounts, and trusts

​

Records Management:

  • Upload, drag and drop, or email documents (.pdf, .jpg, .xls, .mov etc.)

  • Create notes and add related documents to enrich assets, accounts, trusts, etc. with relevant information

​

Custodial Accounts:

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

  • Unlimited banking connections (Chase, BofA, etc.)

  • Crypto Coinbase

​

Alternative Asset Classes:

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

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

  • Capital calls and maturities scheduled and forecasted into cash flow statements

​

Securities Management:

  • Security level analysis and drill down

  • Securities sync and meta data application

  • Income stream history and projections

  • Security-specific ownership across accounts and across trusts

  • Security-specific alerts

​

Analytics:

  • Allocation by asset class down to the security level

  • Allocation by geography

  • Allocation by industry and sub-industry

  • Income and expense by asset class, security etc.

​

Notifications

  • Family office and individual member notifications

  • Extensive ability to tailor communications

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

  • Portfolio level notifications: Income, trades, etc.

​

Statements:

  • Balance Sheet
  • Income Statement
  • Cash Flow
  • Estimated taxes
  • Gain/loss

 

Support:

  • On-boarding Specialist: Training and FO set up

  • FO access only with your permission

  • Help Site & AI support

  • Email

​

Navigator

For Investors looking to group assets and accounts by trust, manager and/or advisor; and evaluate their performance on an absolute and relative to benchmark basis

$69.99/month

OR

$699.99/year

Everything in Explorer, and:

Trust Management:

  • Associate assets and accounts to trusts

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

 

Manager Management:​

  • Associate assets and accounts to specific managers

  • Filters by Manager

 

Advisor Management:​

  • Associate assets and accounts to specific advisors

  • Filters by Advisor

 

Analytics:​

  • MOICs and IRRs by trust, manager and advisor

  • Performance benchmarking by trust, manager and advisor

​​

Notifications:

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

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

​

Permissions:​

  • Add trust-specific members (e.g. trustees, advisors and beneficiaries)

​

​

​

Voyager

For Investors seeking to incorporate AI-enabled services and insights, as well as advanced analytics and opportunities (i.e. rebalance portfolio, Monte Carlo analysis, etc.) 

$99.99/month

OR

$999.99/year

Everything in Navigator, and:

AI-Enabled Document Management

  • Historical data upload

  • Monthly account reconciliation

  • Quarterly investor capital account reconciliation

  • Ad-hoc capital call processing

 

Advanced Analytics:

  • Portfolio optimization opportunities

  • Monte Carlo analysis

  • DAF gifting

 

AI Macro and Micro Agents for portfolio insights and optimization

​​

​

​

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

OR

$399.99/year

Explorer includes:

Annise Experience

  • Web: Access all of your information and transaction history on the desktop or iPad

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

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

  • Watch: Access portfolio and changes to portfolio on WatchOS

​

Member Management:

  • Family: Invite spouse, partners, children as Members

  • Advisors: Invite financial, legal, estate, and tax advisors

  • Estate: Invite executors, trustees, and beneficiaries

  • No limit to number of Members

  • No extra cost for incremental members

  • Permission each Member to specific assets, accounts, and trusts

​

Records Management:

  • Upload, drag and drop, or email documents (.pdf, .jpg, .xls, .mov etc.)

  • Create notes and add related documents to enrich assets, accounts, trusts, etc. with relevant information

​

Custodial Accounts:

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

  • Unlimited banking connections (Chase, BofA, etc.)

  • Crypto Coinbase

​

Alternative Asset Classes:

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

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

  • Capital calls and maturities scheduled and forecasted into cash flow statements

​

Securities Management:

  • Security level analysis and drill down

  • Securities sync and meta data application

  • Income stream history and projections

  • Security-specific ownership across accounts and across trusts

  • Security-specific alerts

​

Analytics:

  • Allocation by asset class down to the security level

  • Allocation by geography

  • Allocation by industry and sub-industry

  • Income and expense by asset class, security etc.

​

Notifications

  • Family office and individual member notifications

  • Extensive ability to tailor communications

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

  • Portfolio level notifications: Income, trades, etc.

​

Statements:

  • Balance Sheet
  • Income Statement
  • Cash Flow
  • Estimated taxe
  • Gain/loss

​

Support:

  • On-boarding Specialist: Training and FO set up

  • FO access only with your permission

  • Help Site & AI support

  • Email

Navigator

For Investors looking to group assets and accounts by trust, manager and/or advisor; and evaluate their performance on an absolute and relative to benchmark basis

$69.99/month

OR

$699.99/year

Everything in Explorer, and:

Trust Management:

  • Associate assets and accounts to trusts

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

 

Manager Management:​

  • Associate assets and accounts to specific managers

  • Filters by Manager

 

Advisor Management:​

  • Associate assets and accounts to specific advisors

  • Filters by Advisor

 

Analytics:​

  • MOICs and IRRs by trust, manager and advisor

  • Performance benchmarking by trust, manager and advisor

​​

Notifications:

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

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

​

Permissions:​

  • Add trust-specific members (e.g. trustees, advisors and beneficiaries)

Voyager

For Investors seeking to incorporate AI-enabled services and insights, as well as advanced analytics and opportunities (i.e. rebalance portfolio, Monte Carlo analysis, etc.) 

$99.99/month

OR

$999.99/year

Everything in Navigator, and:

AI-Enabled Document Management

  • Historical data upload

  • Monthly account reconciliation

  • Quarterly investor capital account reconciliation

  • Ad-hoc capital call processing

 

Advanced Analytics:

  • Portfolio optimization opportunities

  • Monte Carlo analysis

  • DAF gifting

 

AI Macro and Micro Agents for portfolio insights and optimization

 

 

​

​

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