Privacy and Security:
Terms and Conditions
Last Updated: January 30th, 2025
Important Notes:
User Agreement to Terms: Ensure that all users registering for the Annise App see a link to the "Terms of Use" before completing account creation, subscription, or registration.
Explicit Consent: Users must check a box stating: "Yes! I accept the Annise Terms of Use" before proceeding.
Usage Restriction: Do not allow any user to subscribe to, access, or use the Annise platform (including on a trial basis) without accepting the Terms of Use.
Update Requirement: Always update the "Last Updated" date at the top whenever revisions are made.
1. Introduction
Welcome to Annise! Annise, Inc. ("Annise", "we", "our", "us") owns and provides this website (www.annise.io, the "Site") and the Annise family office software platform (web-based and mobile applications, the "Application"). These Terms of Use ("Terms") govern your use of the Annise services, including the Site, Application, and any other services provided by Annise (collectively, the "Services").
By using our Services, you agree to these Terms and acknowledge that you:
- Are at least eighteen (18) years old.
- Have read and understood these Terms.
- Have the necessary rights to enter into this agreement on behalf of yourself or an entity you represent.
If you do not agree to these Terms, you should not access or use the Services.
2. Privacy Policy
Please refer to our Privacy Policy for details on how we collect, use, and disclose personally identifiable information.
3. Account Registration and Security
Accounts on our Application ("Accounts") can be either:
- Family Office Accounts: Created by an administrator of a family office ("Subscriber").
- Platform Administrator Accounts: Created by a registered investment advisor or an institution managing multiple family offices ("Platform Administrator").
- Subscribers and Platform Administrators may invite Members and Platform Users to access the platform under their respective accounts.
- Users must provide accurate and updated information to maintain account security.
- Subscribers and Platform Administrators are responsible for managing user access, permissions, and account security.
4. User Responsibilities
- Account Access: Users must keep login credentials secure and notify Annise immediately of unauthorized use.
- Use Restrictions: Users may not:
- Attempt to hack, reverse-engineer, or interfere with Annise’s systems.
- Use the Services for unlawful or fraudulent activities.
- Copy, reproduce, or resell any part of the Services.
- Inviting Other Users: Subscribers and Platform Administrators are responsible for managing invitations and permissions of Members and Platform Users.
5. Subscription Fees and Trial Periods
New users may be offered a Trial Period for limited-time access.
Continued access after the trial requires payment based on the selected subscription plan.
Fees are non-refundable unless otherwise stated.
Annise reserves the right to update pricing with at least 30 days’ notice.
Subscribers or Platform Administrators are responsible for applicable taxes.
6. Content Ownership
Subscriber Content: Data uploaded by Subscribers or Members is owned by the Subscriber.
Platform Administrator Content: Data uploaded by Platform Administrators or their Users is owned by the Platform Administrator.
Annise’s Rights:
Annise may use, modify, and process Subscriber Content or Platform Administrator Content to provide Services.
Annise retains ownership of all technology, software, and tools provided as part of the Services.
7. API Usage
Users integrating with the Annise API must comply with all security and usage guidelines.
Annise reserves the right to limit or revoke API access if misuse is detected.
8. Disclaimers and Limitations of Liability
No Investment or Tax Advice: The Services provide information but do not constitute financial, legal, or tax advice.
No Warranties: Annise provides the Services "as is" without warranties of any kind.
Limitation of Liability: Annise’s total liability is limited to the amount paid by the user in the 12 months preceding a claim.
No Class Actions: Disputes must be resolved on an individual basis.
9. Arbitration Agreement
Binding Arbitration: Any disputes must be resolved through arbitration in Boston, Massachusetts.
No Jury Trial: Both parties waive their right to a jury trial.
Limited Remedies: No punitive damages or class actions are allowed.
10. Termination and Account Closure
Annise may suspend or terminate accounts for violation of these Terms.
Users may request account closure by contacting Annise support.
Annise reserves the right to deactivate inactive accounts after two months.
11. Governing Law and Venue
These Terms are governed by the laws of Utah, USA.
12. Contact Information
For questions or support, contact: support@annise.io
By continuing to use Annise, you confirm that you have read, understood, and agreed to these Terms.
Privacy, Terms and Conditions
Why We Do it
There is no easy to use, holistic, investor-focused budgeting and wealth management platform in the market today - especially for those whose financial lives are becoming a little more complex. Most times our transaction data is housed in an advisor platform (or multiple advisor platforms), we keep many spreadsheets to keep track of partnership investments, we give access different trustees and beneficiaries through multiple custodians, we keep physical folders with trust and estate documents, we try to keep our advisors up to date on all of our assets to they can give us holistic advice, and periodically we print out various reports to help our family understand how we’re doing. Annise was built to solve for all of this.
How We Do It
Annise allows you to sync / input / upload your banking accounts, brokerage accounts, and quarterly LP statements. With assets and securities uploaded, it then enriches your securities data with Annise’s security-specific meta data to provide in-depth analytics. Once transactions start coming in, Annise will keep categorizing each transaction, allow for update and reconciliation, and provide insight and opportunities in real time. Establish trust entities and add specific assets to understand income and asset allocation for each trust and individual owner. Add Managers of multiple assets and Advisors of multiple asset classes to keep track of performance. Invite trustees, beneficiaries, family, and advisors to access specific assets, trusts or the family office as a whole to ensure access to data and shared understanding of your portfolio. AI-enabled workflows allow for automated reconciliation of custodial statements, and AI agents offer in-depth insight into the macro and micro nuances of your portfolio. Annise’s navigation is simple, intuitive and powerful in the sense that it allows for looking at data at many different levels. Filters allow you to group certain assets, accounts and / or trusts for different views. Finally, all of it is built on a robust general ledger.
Why We're Different
Annise is Investor-focused, and not RIA, budget, trading, or asset-specific. If you’re using an RIA software platform, your data is not portable and your RIA might not have access to your whole portfolio, limiting their effectiveness. Budgeting software does a great job of helping you categorize and budget for income and expense, but leaves out a lot of the transaction types and analytics needed to properly manage public and private securities. Trading software is focused on getting you to trade. They don’t do anything to integrate private assets and many don’t offer a budgeting tool. Asset-specific software is great in the sense that it provides in-depth transactions and appropriate analytics but doesn’t consolidate your banking and brokerage accounts. Annise brings all of this together in one easy-to-use consolidated platform to help you holistically manage your wealth no matter where you are on your wealth journey.
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.