Your profile
Your Annise profile — personal and contact details, tax location, two-factor authentication, password, how you're notified, and the list of what you can see and edit across Family Offices.
Your profile is about you rather than about a Family Office. It follows you across every Family Office you belong to, and it's where your sign-in security lives.
How it works
The profile page has three tabs.
| Tab | What it covers |
|---|---|
| My Profile | Your details, tax location, and security settings. |
| Notifications Settings | How Annise reaches you. |
| Access | What you're allowed to see and edit. |
My Profile
Your details
Your photo, plus First Name, Last Name, Birthday, Address, Phone Number, Email, and LinkedIn Profile.
Tax location
Country, State, and Tax City. These feed the tax estimates Annise shows you, so it's worth keeping them current if you move.
Security
Two controls sit here:
- Use 2 Factor Authentication — adds a verification step when you sign in. Turning it on asks you to confirm a code before it takes effect.
- Allow Annise Support to Access My Family Office and Profile — lets the Annise team see your Family Office when they're helping you. Off means they can't, including while investigating something you've reported.
You can also change your password here, by entering your existing one and the new one twice.
Notifications Settings
Controls how Annise reaches you, per notification, across three channels: Email, Push Notification, and Text Message. Switch a channel off for a notification and that one stops arriving that way, without affecting the others.
This tab sets your personal preferences. The Default Notifications page under Family Office settings sets the starting point for the Family Office as a whole. See Family Office settings.
Access
A read-only list of your permissions on Annise, showing for each membership:
| Column | What it shows |
|---|---|
| Access | What the membership is for. |
| Role | The role you hold there. |
| View | Whether you can see it. |
| Edit | Whether you can change it. |
If something in Annise is missing or read-only for you, this tab is where you find out why.
Troubleshooting
Check the Access tab. Your role determines which parts of a Family Office you can see and edit, and view-only members see a reduced settings menu.
Allow Annise Support to Access My Family Office and Profile is switched off in your profile. Turn it on so the team can look at what you're reporting.
Check Country, State and Tax City in your profile — the estimates are built from them.
Open Notifications Settings and check the channel you're expecting. Email, Push Notification and Text Message are set separately for each notification.