Supporting Your family
As a cloud-based platform with the ability to set up and view multiple family offices, Annise is uniquely positioned to enable you to help manage your parent’s financial assets as they age and your children’s assets as they mature. Parents and children can set up Annise (or you can do it for them) and then invite you as a Member to have a joint view. Check in on your parents on a quarterly basis. Or, if they need more support, use Annise to make sure they’re managing their assets correctly. Check in on your children to help them invest their 401K assets, better understand their Crummey Trust assets, and show them how to look across both accounts to best manage their overall portfolio.
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Helping your parents
Over time, we need to make a concerted effort to support our parents. We're making sure they have funds, we're monitoring their accounts for fraud, we're helping them understand their financial picture, and maybe with our help -- they can just simply enjoy life. We've also updated our estate plan, and moved our executors from our parents to our siblings or other trusted advisors. We now need consolidated insights across not only our own estate but also that of our parents.
Empowering your kids
As your wealth grows and your children age, you've probably set up 529s and established banking and brokerage accounts. You might also want to start gifting cash and securities as part of your family's overall estate plan.
Annise provides all of the permissions and views to keep track of assets across Crummey trusts, gives access to specific stakeholders, and helps educate over time.
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.