Annise v2.51.3

Previously, I relied heavily on an array of spreadsheets to manage my investments, which made tracking capital calls particularly challenging. Since adopting Annise, I have gained a comprehensive overview that consolidates all pertinent information, enabling me to make more informed decisions and engage in more meaningful discussions with advisors.

Annise was developed to equip investors with the advanced tools and strategic insights traditionally reserved for elite family offices—without the associated complexity or high costs. It serves as a next-generation wealth management platform tailored for investors navigating increasingly intricate financial landscapes, including those overseeing family office operations. The platform offers cutting-edge technology and data-driven insights to assist in building, safeguarding, and sustaining wealth across generations.

Holistic Wealth Overview

Annise’s users, including Family Office Owners (FOOs), can achieve an integrated view of their entire portfolio—spanning banking, brokerage accounts, alternative investments, cryptocurrencies, real estate holdings, personal property, and collectibles. The platform captures this multifaceted data and identifies opportunities for portfolio optimization. Its robust notifications and messaging system ensures users remain informed of transactions, potential opportunities, and critical insights at all times.

Management of Alternative Assets

Users can incorporate a wide spectrum of alternative investments such as angel investments, art collections, real estate ventures, private equity, venture capital funds, and associated financing instruments like private lines of credit and mortgages. Annise facilitates comprehensive management of these assets alongside related capital calls, quarterly statements, projected income streams, and K-1 documentation.

Transparency and User Control

The platform offers unparalleled transparency regarding transactions, fee structures, investment performance metrics, and proprietary portfolio data. Users retain the flexibility to switch financial institutions or advisors without losing control or access to their data.

Advanced Data and Analytical Capabilities

Powered by a sophisticated architecture and extensive datasets—including aggregated bank and brokerage transactions as well as detailed asset characteristics—Annise leverages data from first-party (your data), second-party (aggregate platform data), and third-party market sources. This integration enables precise calculations of MOICs (Multiple on Invested Capital) and IRRs (Internal Rate of Return), alongside comprehensive performance reports and behavioral benchmarks.

Liquidity Management

For assets subject to capital calls, maturities, tax obligations, or operational funding requirements, effective cash flow management is vital. Annise simplifies this process by allowing users to project future cash flows based on income, asset sales, or credit lines—helping them maintain optimal liquidity levels with clarity around bond maturities, redemptions, capital calls, and funding needs.

Support for Estate Planning, Trusts, and Taxation

The platform accommodates estate and trust management functions by enabling asset allocation to specific trusts with proper documentation. It also facilitates secure, permissioned access for legal, tax, and financial advisors—as well as trustees and beneficiaries—to relevant accounts and documents.

Annise partners with over 15,000 financial institutions across the United States,* leveraging integrations with Plaid and ByAllAccounts to enable user-authorized account aggregation.

Embark on Your Wealth Optimization Journey with Annise

Annise provides a complimentary 30-day trial—allowing prospective users to experience its full capabilities firsthand. Post-trial plans are available across three tiered packages designed to meet diverse needs. Detailed pricing information can be found at https://www.annise.io/pricing.

For privacy policies visit https://www.annise.io/privacy; for terms of use see https://www.apple.com/legal/internet-services/itunes/dev/stdeula/. Should you have any questions or require assistance, please contact [email protected].

*Annise’s integration partners include Plaid and ByAllAccounts for user-permissioned account aggregation.