For Investors just starting to explore alternative asset classes and seeking a holistic FO to view
$39.99 / month
10% discount / year
Explorer inlcudes:
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
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
Add Ons
-
Historical Data ($15 / hour)
-
Reconciliation support ($15 / hour)
-
For Investors with a more fully developed portfolio, looking to start evaluating asset classes, managers and advisors
$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
Analytics:
-
Asset-Specific Advanced Reports (j-curve, etc.)
Notifications
-
Manager / Advisor Alerts: Performance vs Benchmark, confirm fee calculations, etc.
Statements:
-
Estimated Tax Payments
-
Cap Gains
Support:
-
Phone
-
Dedicated Support Team
Add Ons
-
Historical Data ($15 / hour)
-
Reconciliation support ($15 / hour)
-
For Investors who are using trusts to manage their assets, beneficiaries and gifting programs
$99.99 / month
10% discount / year
Everything in Navigator, and:
Trust Management:
-
Filters by Trust (Revocable, Non-Revocable, etc.)
Notifications:
-
Trust-related Alerts: Performance vs benchmark, trustee/beneficiary access, percentage cash threshold, etc.)
Statements:
- Partnership Accounting (out by year end)
Add Ons
-
Historical Data ($15 / hour)
-
Reconciliation support ($15 / hour)
-
Pricing
Explorer
For Investors just starting to explore alternative asset classes and seeking a holistic FO to view
$39.99 / month
10% discount / year
Explorer inlcudes:
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
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
Add Ons
-
Historical Data ($15 / hour)
-
Reconciliation support ($15 / hour)
Navigator
For Investors with a more fully developed portfolio, looking to start evaluating asset classes, managers and advisors
$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
Analytics:
-
Asset-Specific Advanced Reports (j-curve, etc.)
Notifications
-
Manager / Advisor Alerts: Performance vs Benchmark, confirm fee calculations, etc.
Statements:
-
Estimated Tax Payments
-
Cap Gains
Support:
-
Phone
-
Dedicated Support Team
Add Ons
-
Historical Data ($15 / hour)
-
Reconciliation support ($15 / hour)
Voyager
For Investors who are using trusts to manage their assets, beneficiaries and gifting programs
$99.99 / month
10% discount / year
Everything in Navigator, and:
Trust Management:
-
Filters by Trust (Revocable, Non-Revocable, etc.)
Notifications:
-
Trust-related Alerts: Performance vs benchmark, trustee/beneficiary access, percentage cash threshold, etc.)
Statements:
- Partnership Accounting (out by year end)
Add Ons
-
Historical Data ($15 / hour)
-
Reconciliation support ($15 / hour)