Annise vs The Advisor Lab

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.

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