Features

How each part of Annise works, organized by capability and by the apps and platforms you can use it on.

Explore what Annise does — organized by area below — and the apps and platforms you can use it on.

By area

AI agents

Evaluate opportunities and risk in the context of your specific portfolio.

More areas are on the way and will appear here as they're written:

  • Accounts & Connections
  • Holdings & Securities
  • Allocations & Benchmarks
  • Performance & Analytics
  • Cash Flow & Schedules
  • Statements & Taxes
  • Members & Permissions
  • Notifications & Alerts
  • Trusts & Estate

Apps & platforms

iOS app

Annise on iPhone.

Apple Watch app

Annise on Apple Watch.

Chrome extension

Annise in your browser.