Inside the Platform
Performance Analytics and Reporting
Unified performance dashboards that aggregate returns, allocations, and benchmark comparisons at the individual asset class, manager, trust, and advisor levels for clear portfolio insight.
Liquidity Management
Annise provides a view of liquidity across every account, trust, and investment — projecting income, forecasting capital calls, scheduling distributions, and keeping track of available lines of credit. By integrating expense management and investments, Annise projects inflows and outflows, highlights available cash, and identifies upcoming capital needs.
Tax Management and Estimates
Streamlined year-end workflows including categorized transactions, consolidated statements, estimated effective tax rate and exportable tax packages, all designed to simplify tax season.
Trust and Estate Management
Annise enables the assignment of assets to specific trusts, trustees and beneficiaries, and provides relevant document management as well as permissioned access to appropriate accounts for advisors, as well as trustees, executors and beneficiaries
Account Reconciliation
Automated account reconciliation. Annise standardizes holdings, matches transactions, and produces a single source of truth for net worth and cash flow.
Streamlined year-end workflows including categorized transactions, consolidated statements, estimated effective tax rate and exportable tax packages, all designed to simplify tax season.
Tax Management and Estimates
Family-office workflows without legacy overhead
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Fast onboarding with dedicated support
Your single source of truth across accounts and entities
Why Annise
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Unlimited collaboration and communication
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Value-driven architecture and pricing
FAQs
What is Annise?
Annise is an AI-powered Unified Wealth Operating System (UWOS) that brings together your banking, brokerage (including crypto), alternative investments, personal assets, trusts, and accounting into one intelligent platform — delivering family-office-level capabilities and insight without the cost or complexity.
Who is Annise for?
Annise is built for investors,, families, and their advisors managing growing or complex wealth. It’s ideal for anyone outgrowing tools like Quicken or spreadsheets and needing a holistic view across public and private assets.
How much does Annise cost?
Annise uses simple, feature-based pricing. Start with unlimited syncing of banking, brokerage, real estate, and alternative assets. Upgrade for advanced features like trusts, deeper analytics, and AI automation. Each tier offers unlimited usage of features (e.g no per member, document ingestion, or other "per usage" charges.)
You can try everything free for 30 days — no credit card required.Does Annise offer a free trial?
Yes. Every account includes a full 30-day free trial with access to all features. At the end, choose a plan that fits your needs or cancel anytime.
How does Annise handle security and privacy?
Your data is always yours — portable, private, and never sold. Annise protects your data with encryption at rest and in transit, two-factor authentication, secure data aggregators (such as Plaid), and strict permissioning and granular permission controls so only authorized people can view specific accounts or assets.
Which accounts and assets can I connect?
You can connect and sync:
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Banking and credit cards
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Brokerage accounts (401(k), IRA, HSA, taxable)
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Crypto accounts (e.g., Coinbase)
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Real estate and private investments
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Private equity, venture, and alternative assets
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Personal property, mortgages, and trusts
Both automated and manual tracking are supported.
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How do advisors or family members access my data?
You control access at a granular level — granting view or edit permissions by asset, account, trust, or entity. Invite advisors, trustees, beneficiaries, or family members with precisely defined visibility.
Does Annise work on mobile devices?
Yes. Annise works best on the web for deep analysis and financial management, with quick-access and insights available via iOS, widgets, Apple Watch.
Can Annise help with setup or historical data?
Yes. Annise offers onboarding and basic setup assistance. For more complex historical data, reconciliations, or document ingestion, white-glove support is available as an optional service.
Does Annise offer financial advice?
No. Annise is a technology platform for organizing, understanding and managing your wealth. It does not provide investment, tax, or legal advice.
What makes Annise different from other wealth tools?
Annise is built around how real families manage wealth — across entities, trusts, and generations — not just accounts. It’s designed to replace spreadsheets, reduce fragmentation, and create a single source of truth for complex financial lives. Annise provides:
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Holistic view of wealth
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CFO dashboard including balance sheet, income statement and cash flow
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Real time (updated every 20 min) financial data
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AI enabled agents
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Ability to group assets by trust, manager and advisor
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24/7/365 working for you
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Our True North
Your data is yours. Always. Annise is built with privacy and protection at its core, and designed with a “you own your own data” philosophy. We never sell, share or monetize your information. Your financial data stays private and under your control — and you decide who has access, and to which accounts and holdings.
Security & Privacy
Your data is yours — always. We protect your data with encryption at rest and in transit, two-factor authentication and strict permissioning and access controls so you can manage your wealth with confidence and peace of mind.
Holistic View
All your assets, entities, documents, and relationships in one place. Annise provides a complete picture of your financial life so decisions are faster, smarter, and better informed.
Investor / Family First
Every feature exists to serve families and investors first. We design and build with a practitioner's eye, simplifying complexity, and prioritizing what is of value to you.
Collaborative
We help everyone work from a single source of truth—families, advisors, accountants, attorneys. One platform, shared access, better communication.
Transparency & Control
You should know exactly where your data lives and who can access it and when. Annise gives you full visibility, permission control, at the family office, trust, account, and asset level.
AI Optimization
We use AI to eliminate the busywork— reconciliation, document extraction, categorization — and to deliver real-time insights and opportunities across your portfolio.
Our Partners
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Our Partners
Our Partners
Get Started
Save Time,
Gain Clarity,
Take Control.
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Everything in one place
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Get rid of spreadsheets
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Add and track alternatives with AI-enabled document management
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Understand performance, calculate MOICs, IRRs
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Control your data
Graduate to the OS
for Modern Wealth.
From banking, brokerage, and alternative assets, to crypto, residences, personal property, and collectibles; Annise is able to capture it all.
Add angel, private equity, real estate, venture fund, and others, along with private lines of credit and mortgages; manage capital calls, quarterly statements, projected income, and K-1s –all in Annise.
Annise delivers insights, opportunities, and benchmarks; calculates MOICs and IRRs; provides robust performance reporting on your investments; and offers cash flow insights and tax forecasts, helping you stay ahead of your cash needs.
Annise supports estate and trust management, enables the assignment of assets to specific trusts as well as trustees and beneficiaries, and provides relevant party access and document management.
Annise provides transparency and control - from transactions and fees to investment performance. If you change financial institutions or advisors, your data will stay with you.
HOLISTIC VIEW OF WEALTH
From banking, brokerage, and alternative assets, to crypto, residences, personal property, and collectibles; Annise is able to capture it all.
ALTERNATIVE INVESTMENTS
Add angel, private equity, real estate, venture fund, and others, along with private lines of credit and mortgages; manage capital calls, quarterly statements, projected income, and K-1s –all in Annise.
ANALYTICS AND DATA
Annise delivers insights, opportunities, and benchmarks; calculates MOICs and IRRs; provides robust performance reporting on your investments; and offers cash flow insights and tax forecasts, helping you stay ahead of your cash needs.
TRUSTS AND ESTATE
Annise supports estate and trust management, enables the assignment of assets to specific trusts as well as trustees and beneficiaries, and provides relevant party access and document management.
TRANSPARENCY & CONTROL
Annise provides transparency and control - from transactions and fees to investment performance. If you change financial institutions or advisors, your data will stay with you.
Let's Connect!
Disclaimer: Annise is a technology platform and does not provide investment, legal, or tax advice. Performance calculations and insights are for informational and illustrative purposes only. Past performance is not indicative of future results. By using Annise, you grant Annise a limited, non-exclusive license to use, modify, and process your data solely for the purpose of providing and improving the Annise Services.
© 2025 Annise
