── WHO WE SERVE • RIAS & ADVISORS ──
The wealth platform your clients deserve.
Annise gives RIAs a unified, AI-powered platform to deliver institutional-grade service across every dimension of client wealth — investments, expenses, entities, and liquidity — at a fraction of the cost of legacy systems.
── THE PROBLEM
Your clients expect more. Your tech stack is
getting in the way.
Legacy tech stacks were assembled over time — one tool for reporting, another for documents, another for alternatives. The result is a patchwork that slows everything down and leaves critical context on the table. In today's AI-driven environment, full context isn't a nice-to-have. It's the whole game.
── What Annise Does ──
Full-context wealth intelligence.
For every client.
Annise unifies the complete financial picture — investments, entities, expenses, and documents — and puts AI agents to work on top of it. The result: advisors who know more, move faster, and spend their time where it counts.
── BUILT TO SCALE ──
One platform. Every client relationship.
Annise is architected for the way advisory practices actually work — a dedicated workspace for each client household, an advisor-level view across your entire book, and firm-level oversight for compliance and performance. Every tier connected, every stakeholder working from the same data.
── Your Agent Team ──
Specialized intelligence across every domain.
Annise agents work on the full wealth context of each client — not just the investment account. Tax exposure, estate planning triggers, macro positioning, cash management — all running in the background, all the time.
── Our True North ──
Your data is yours. Always.
Annise is built with privacy and protection at its core. We never sell, share, or monetize your information. You decide who has access — and to which accounts and holdings. And if you choose to change custodians or advisors, your data stays with you.
How we protect your data — our controls, audits, and policies — is published in full.