── Platform · Trust & Entity ──
Every trust. Every entity. One ownership view.
Nested ownership modeled the way it actually exists — LLC to Trust to LP.
Not flattened into a single “account” the way most platforms treat it.
Nested, not flattened.
10
LEVELS IN ONE STRUCTURE
Member → LP → LLC → Trust, modeled as a real nested hierarchy — not a flat list.
%
OWNERSHIP TO THE FRACTION
Fractional interests tracked precisely — not a binary owned / not-owned flag.
1
UNIFIED VIEW
Every trust, LLC, and member in one system of record — not a separate login for each.
Percentage ownership and
nested entities.
Fractional interests across entities, modeled as a real hierarchy: who owns what, and through which vehicle. An LLC held by a trust, held by family members — reflected as it actually exists, not flattened into one line.
Most platforms at this price point don't attempt nested ownership at all. The ones that do are institutional-tier tools built for CIOs and large single-family offices — not families and smaller offices.
Every entity, one view.
Multiple trusts, LLCs, and family members in one system of record — not a separate login or spreadsheet for each. The patchwork, finally consolidated.
Economic share
What you own of it — not just what it holds.
Reports reflect your economic share — your actual proportional interest — not the entity's raw totals. A 20% LP interest shows up as 20% of that fund's value in your view, not the whole fund's.
And it rescales automatically to wherever you're looking from — a consolidated household, a single entity, or one member — without recalculating by hand. Most platforms show you what an entity holds; Annise shows you what you actually own of it.
Invited members
The people around each entity.
Invite members with advanced permissioning to see specific accounts, trusts, or entities — not an all-or-nothing view of the whole structure.
A trust has trustees and beneficiaries by definition; an estate plan involves an executor and an estate planning attorney; advisors sit alongside. Those roles live right where the entity does.
── Nested, not flattened ──
A house held in an LLC, held by a trust, with fractional ownership split across family members. That's a normal structure — and it doesn't fit cleanly into any spreadsheet or basic aggregator. So the real picture lives in a lawyer's memo, and everywhere else it's a guess.
“Your ownership isn't a single line. Your software shouldn't pretend it is.”
── See the platform ──
See your structure as it actually is.
No credit card required. Cancel anytime.
Estate planning across your entities is the Estate Agent's territory.