Annise

Annise is a new category of expense and wealth management software for affluent investors and families - an AI-enabled Unified Wealth Operating System (UWOS). Seamlessly integrating banking, brokerage (including crypto), and alternative assets, Annise brings the sophistication, solutions and services of elite families offices to accredited investors. It’s where individuals and families graduate to when Quicken, Excel, and fragmented tools no longer suffice. Annise enables a family office approach to managing wealth without the overhead of legacy software and the expense of traditional family office infrastructure. Holistic View of Wealth Annise provides a holistic view of your wealth – from banking, brokerage, and alternative assets, to crypto, residences, and personal property. Annise identifies opportunities to optimize your portfolio and has a robust alerts and messaging platform to ensure you are up to date on transactions, opportunities and insights at all times. Alternative Assets Add your angel, real estate, options, private equity, venture fund, and other alternative assets, along with associated private lines of credit and mortgages; and manage your net investments including capital calls, quarterly statements, projected income, and K-1s -- all in Annise. Transparency and Control Annise provides an unprecedented degree of transparency and control to investors – from transactions and fees to investment performance and proprietary (to you!) portfolio data. You can change financial institutions/advisors, your data will stay with you. Advanced Data and Analytics The power behind Annise is its cubed architecture and database -- the aggregation of all of your bank/brokerage transactions, and the sum total of associated asset characteristics. Annise utilizes its proprietary database to deliver insights, opportunities and benchmarks; calculate MOICs and IRRs; and provide performance reporting on your investments. Visit www.annise.io for more information.