Getting started with Annise

Connecting your accounts is the first thing to do:

• Open the sidebar on the left and hover over Accounts.
• Select Connect Account.
• Add your brokerage and banking accounts using your account credentials.

Once connected, Annise analyzes your holdings and — if everything looks right — publishes the account to your Family Office, where it syncs automatically and transactions begin to flow in.

If you hold private investments — real estate partnerships, venture funds, private equity, or other LP/GP interests — you can add them in a few ways:

• Upload documents — Go to the Documents tab and drag & drop your most recent capital account statement(s), or upload them from your computer.
• Enter manually — Visit the Private Holdings tab to add holdings one by one.
• Email your statements — Send your latest quarterly statements to documents@annise.io (email from the address associated with your Annise account).
• Bulk upload — Download the .csv template from the Private Holdings tab and upload them all at once.

No private holdings? Skip this step — you can return to it anytime as your portfolio evolves.

By default, all of your Accounts and Private Holdings are owned by the FO Owner. If any assets are held in a trust:

• Open the sidebar and hover over Owners.
• Click Add Trust and set up the trust.

Once it's set up, you'll see the trust under the Owners tab.

To view your accounts and assets grouped by manager or advisor:

• Open the sidebar and hover over Managers & Advisors.
• Click Set Up.
• Enter names and fees, if you'd like.

Associating your assets lets you easily track the performance of your managers, advisors, and trusts.

To associate an account:

• Open the account's Dashboard.
• Go to the Account Detail widget in the lower-right.
• Click the three-dot edit icon.
• Assign a Manager, Advisor, and/or Trust.

To associate a private holding:

• Open the holding's Details tab.
• Click the three-dot edit icon.
• Assign a Manager, Advisor, and/or Trust.

Annise is always working — reviewing your portfolio around the clock and surfacing the latest developments through Alerts, Insights, Analytics, and timely Reviews. To customize notifications across all Members:

• Open the sidebar and hover over Settings.
• Select Notifications.
• Customize which notifications are active across all Members.

One of the best things about Annise is how easily you can share all or part of your Family Office with whomever you'd like — financial, tax, estate, and legal advisors, plus family members. Grant each person edit or view rights.

As soon as you've added a brokerage account, Performance Metrics begin appearing across your Accounts and Account Holdings. Annise publishes price updates every 20 minutes, and transactions start coming in (dividends, interest, buys, sells, expenses, and more).

A red dot above the sidebar usually means you have a Message and/or new transactions — if there are new transactions, Annise tells you how many. To review them:

• Click the sidebar, then Transactions.
• Find the new transactions — they're shaded for easy identification.
• Confirm each has the correct Type and Category so your Family Office stays accurate and up to date.

Group your assets however you like, and drill up or down — from Trust to Account to Asset to Analytics and anywhere else. To create a group of Accounts, Account Holdings, and/or Private Holdings:

• Navigate to the FO level and click the gray circle to the left of "Family Office."
• Filter and group whatever you need.
• Save it as a View for quick access later.

Over time you'll get ad-hoc capital calls that require updates to your capital call schedule, brokerage statements that need to be reconciled across your accounts, capital statements that update asset values, and more. To hand any of these off:

• Email, upload, or drag & drop your documents to the Documents tab.
• Select the proper document type.
• If you choose, Annise will process it and update your Family Office accordingly.

With your Family Office fully set up and running, you'll start to receive Alerts when Members enter the FO, Insights on dividend payments and trends, and periodic Reviews highlighting insights and opportunities for you and your advisors to discuss.