Real Estate
You have a little extra cash, your spouse loves to fix-up property, so you decide to buy a triple-decker for investment income. It’s successful and it’s time to add more real estate. Annise offers many sub classes of real estate to track your investments. Each has particular key data elements to help you analyze your investments.
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Commercial
Although out of favor now, office building and been and will continue to be fantastic alternative investments. Keep track of rents, average rent per sq ft. and other metrics.
Frequently Asked Questions
What do I get in my free trial of Annise?
Click on the Try it Free button on the upper right of this page. You'll get a 30-day free trial to test our platform features and functionality. At the end of the trial, you can upgrade to a specific plan, stay on the platform with limited functionality and advertising, or delete your family office and leave us feedback.
Which Annise plan is right for me?
Annise pricing is usage based - the more features you use, the more you'll pay. Just syncing brokerage accounts is fee, when you start to add alternative assets, or set up trusts, you'll pay more.
What is wealth management software?
Annise defines wealth management software as a platform that incorporates asset performance with a general ledger, all permissioned to whomever you'd like to have access to whatever assets, accounts, trusts, etc.
How does Annise work?
At its core, Annise is a large database that starts with a base set of knowledge of all publically traded securies, pricing, and related meta data. After you sync your accounts, Annise matches your securities with the market securities to start to be able to educate, inform, and analyze your portfolio.
Does Annise work with all my devices?
Annise works across all your devices. They web is where you'll probably do morst of your work. The iOS app will be for quick analytics an insight, the iOS widge and watch will be for quick peek of performance. And Siri will be for a bit of interaction.
Does Annise charge for Support?
Annise does not charge for support during your subscription, nor does it charge for support during set-up. If you'd like to add historic data to properly calculate MOICs / iRRs or if you'd like us to reconcile our accounts, we charge an hourly fee which you can find under Pricing.
How do my Advisors work with Annise?
Advisors use Annise to empower their clients and build their businesses. Investors grant Advisors access to their Family Offices or to particular assets, accounts, or trusts. Or Advisors grant Investors access to the platform to start to build relationships with prospects and clients alike
Can Annise help me upload historic data?
Yes, when you sync your custodial accounts or add alternative assets and related price and capital call information, you'll probably want to add transactions that occurred prior to the earliest transaction with in your sync'd accounts. This will allo for accurate performance data. Annise can do this for you for an hourly rate found in Pricing.
Development
Use for investments developing properties. Separate development projects from your other investments to get clear IRRs / MOICs on your other assets. Move them to the appropriate sub class upon completion.
Hospitality
Everyone has a favorite local restaurant or gets captivated by a particular hotel or resort. Use this class for investments in hotels and restaurants.
Industrial
With the advent of AI, data centers might be a better investment than others, but you need to understand valuation metrics. Keep track of data centers, storage centers, and other industry properties.
Multiple
Sometimes you’ll invest in a fund that includes a percentage of commercial, residential and other types of real estate. Use this to track these funds.
Multi-Family
Triple-decker houses can be great investments for folks just starting to invest in real estate. Apartment complexes can be really great investments - especially if others are managing them. Use this category to manage these asset classes.
Single - Family
Your home can be just your home, or your home can be viewed as an investment. Many people enjoy buying, renovating and flogging homes. Use this class for keeping track of your single family home investments.
Retail
Whether it’s a store-front location on a busy street or a strip mall, retail investments have specific lease complexities and maintenance requirements. Keep track of your total initial and on-going investments here.
Residential
Sometimes you want your primary or vacation home to be categorized as an investment. You can note which is which by designating your primary home as a personal asset and your vacation home as an investment asset.
Other
Use for investment in other real estate assets (and give us feedback to additional needed asset classes).