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Your first equity grant

An new job typically means a new compensation package. If you're lucky, this also means some sort of stock option grant or restricted stock grant. Use Annise to track the value, exercise amount, and potential tax impact of these assets.

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Restricted Stock

With our first full-time jobs, we typically start to build wealth. We usually set up a 401K with whatever custodian our employer suggests. If we're lucky, and our employer is a public company, the employer usually offers restricted stock as incentive compensation. Over time, we'll vest in that stock and set-up a brokerage account at the same or a different custodian to hold those shares.

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Stock Options

At some point, we might want to to join that hot technology start-up. The compensation is good, but stock option(6) package is ... great. The private company we joined, with our help, is probably going to be worth A LOT when it goes public. So, we accept the offer, set-up a new 401K with our new employer's custodian, and work to roll-over our old 401K to an IRA at the same custodian that holds our restricted shares, or look at moving both to a new low-cost, self-directed custodian. Importantly, we now own our first "alternative asset(7)" - our stock option. Suddenly, we need consolidated views across custodians and across public and alternative assets.

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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.

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