Annise vs Surefire Platform

I used to keep everything in a million spreadsheets… I couldn’t keep track of capital calls. This pulls everything together––I’m able to make better decisions and have better discussions with advisors.” –– Investor Annise is a wealth and expense management solution for investors, families, and their advisors––an AI-enabled Unified Wealth Operating System (UWOS). Integrating banking, brokerage (including crypto), alternative assets, trusts, and income/expense management, Annise delivers the sophistication and workflows once accessible only to full-service family offices. 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 traditional family-office infrastructure. Holistic View of Wealth From banking and brokerage to crypto, real estate, personal property, and collectibles––Annise captures it all. It identifies opportunities to optimize your portfolio and provides powerful alerts and messaging to keep you informed of transactions, insights, and opportunities.* Alternative Assets Add angel investments, real estate, stock options, private equity, venture funds, and other alternatives––along with private credit and mortgages––and manage capital calls, statements, projected income, and K-1s in one place. Transparency and Control Annise provides unmatched transparency into transactions, fees, performance, and proprietary-to-you portfolio data. You can change financial institutions or advisors––your data stays with you. Advanced Data and Analytics Annise’s cubed architecture aggregates all bank/brokerage transactions and asset characteristics (pricing, credit ratings, etc.). Its analytics calculate MOICs and IRRs, and deliver performance reporting across your investments.** Liquidity Management For assets with capital calls, maturities, estimated taxes, or recurring funding needs, managing cash flow is critical. Annise helps you project liquidity and plan through income, asset sales, and/or credit draws. From bond maturities to capital calls, Annise tracks it all. Estate, Trusts, and Estimated Taxes Annise supports estate and trust workflows, enabling assignment of assets, trustees, and beneficiaries, plus document management and permissioned access for tax, legal and financial advisors, along with trustees, executors, and beneficiaries. AI Optimization Annise uses AI to eliminate busywork––reconciliation, document extraction, categorization––and deliver real-time insights and opportunities.* Annise works with over 12,000+ US financial institutions.*** Take the Next Step in Your Wealth Journey Annise offers a 30-day free trial to experience the platform. After the trial, choose from three plan levels based on your needs. Pricing: annise.io/pricing Privacy policy: annise.io/privacy Terms of Use: apple.com/legal/internet-services/itunes/dev/stdeula/ Questions: support@annise.io *Annise is a technology platform and does not provide financial, legal, or tax advice. **Past performance is not indicative of future results. ***Annise partners with Plaid and ByAllAccounts for user-permissioned account aggregation.

Surefire Local Marketing Platform is an all-in-one marketing solution that puts you in control of telling your unique story across all digital marketing channels. With the platform, you’re able to see and strengthen all marketing activities in one place, enabling you to attract new customers, drive repeat business from current ones, and grow profitably by eliminating waste in your marketing spend. Is it time you became the superhero of your own story? With the Surefire Local Marketing Platform, you and your team become exclusive members of the Surefire League of Local Marketing Pros and gain the following superpowers to take your marketing to the next level: + X-ray Vision: See your ROI at all times by knowing where new customers are coming from, activities that led to conversion, and how much it cost you. + Super Speed: Take action at lightning speed to pivot and invest more in the channels driving the highest quality customers. + Flight: Thrive and grow your business to new heights while reducing costs. + Extraordinary Intelligence: Outsmart your competitors and gain unmatched insights backed by data that no one else can see. + Precognition: Gain knowledge from been-there-done-that experts who have seen the future and can guide you on what actions to take here and now to succeed. + Telepathy: Learn what your customers are thinking and saying about your business. + Invisibility: Monitor your competitors without them knowing and compare your success to theirs. + Healing: Retain and generate new business from your current customers so you don’t have to rely solely on new customer acquisition. + Super Gadgets: No matter what the situation calls for, you’ll have the right tools to overcome any obstacle. + Invulnerability: When you have ownership and control of your online presence, and can maintain an active presence, there’s nothing that can stop you. * To sign into the Surefire Local Marketing Platform, you must first have an active account with Surefire Local.