Everything You Need to Run Your Wealth.
No AUM Fees. No Per-Member Charges.
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.
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
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
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
Disclaimer: Annise is a technology platform and does not provide investment, legal, or tax advice. Performance calculations and insights are for informational and illustrative purposes only. Past performance is not indicative of future results. By using Annise, you grant Annise a limited, non-exclusive license to use, modify, and process your data solely for the purpose of providing and improving the Annise Services.
© 2025 Annise