Plans & Pricing
Compare Annise's plans — Explorer, Navigator, and Voyager — and see what each tier unlocks. Every plan includes a 30-day free trial and unlimited members.
Annise has three plans — Explorer, Navigator, and Voyager. Every plan includes a 30-day free trial (no credit card required) and unlimited members. No AUM fees, no per-member charges.
Plans at a glance
Explorer
$39.99/mo or $399.99/yr · 30-day free trial
Multiple custodians, alternative assets & AI agents — unified family office view.
Accounts & Assets
- Unlimited brokerage, banking, crypto, alternative, and personal assets
- Liquidity management — capital calls, distributions & amortizations
Expense Management
- Chart of accounts & automatic payee categorization
- Associate income & expenses to specific assets
Analytics
- MOICs, IRRs, drift & benchmarking
- Portfolio allocation by asset class, geography & industry
- Asset location map & Family Office Health Score
AI Agents
- Back Office Agent — documents, K-1s & statements
- Micro Agent — security-level economic risk
Statements
- Real-time balance sheet (every 20 min), income & cash flow
- Cash flow forecasting
Navigator
$69.99/mo or $699.99/yr · 30-day free trial
Trust, manager & advisor management with look-through analytics.
Everything in Explorer, and:
Trust & Entity Management
- Create trusts & entities — associate assets, income & expenses
- Trust-specific members, permissions & alerts
Managers & Advisors
- Performance benchmarking by manager & advisor
- Customizable & shareable views by account, asset or trust
Analytics
- Look-through analytics across ETFs & mutual funds
- MOICs & IRRs by trust, manager & advisor
AI Agents
- Macro Agent — real exposure to rates, geopolitics & regional risk
- Micro Agent enhanced with look-through analytics
Statements
- Gain/loss reporting
- Customizable balance sheet templates
Voyager
$99.99/mo or $999.99/yr · 30-day free trial
Advanced analytics and AI agents with estimated tax reporting.
Everything in Navigator, and:
Advanced Analytics
- Monte Carlo analysis
- DAF gifting at the tax lot level
AI Agents
- Opportunity Agent — evaluate any new investment against your full portfolio
- Tax Agent — effective & marginal rates by state, before you meet your advisor
- Back Office Agent — reconciliation & multi-year historical data
Statements
- Estimated tax reporting
Members & access
Unlimited collaboration is included on every plan. Invite unlimited members — family, beneficiaries, executors, trustees, and financial, tax & legal advisors — with granular permissions and no per-member fees.
Start your 30-day free trial
Full access to all Annise features. No credit card required. Cancel anytime.
See your complete wealth picture in one platform.
- Brokerage, banking, alternatives, trusts, and real estate
- Replace spreadsheets with real-time performance reporting
- Track MOICs, IRRs, and capital calls automatically
- Invite unlimited advisors, trustees, and family members
No AUM fees. No per-member charges. No surprises.