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Annise

Most investors lack the education, understanding and confidence to have a reasoned conversation with their financial advisor(s)

Most investors lack the education, understanding and confidence to have a reasoned conversation with their financial advisor(s)

Annise

by DT App, Inc.
Annise
Annise
Annise
Apple Watch
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What is it about?

Most investors lack the education, understanding and confidence to have a reasoned conversation with their financial advisor(s). The majority just do what’s recommended and hope for the best. Further, most of us, once we have accumulated assets, have no idea how to fully utilize a Financial Advisor / Family Office, nor have any understanding as to how they’re supposed to perform.

Annise

App Details

Version
1.04
Rating
NA
Size
60Mb
Genre
Finance Utilities
Last updated
February 20, 2020
Release date
December 22, 2019
More info
Annise siri commands

Annise supports Siri commands

Check Balance
What is my balance in Annise?
Check Balance
What is my balance in Annise?
Check Balance
What is my balance in Annise?
Check Balance
What is my balance in Annise?

App Screenshots

Annise screenshot-0
Annise screenshot-1
Annise screenshot-2
Annise screenshot-3

App Store Description

Most investors lack the education, understanding and confidence to have a reasoned conversation with their financial advisor(s). The majority just do what’s recommended and hope for the best. Further, most of us, once we have accumulated assets, have no idea how to fully utilize a Financial Advisor / Family Office, nor have any understanding as to how they’re supposed to perform.

No matter if you’re just starting out, partnering with a financial advisor, or have been lucky enough to have accumulated significant assets such that you are a member of a multi-family office, or employ a family office structure to support all your needs, Annise is here to help.

Annise will audit what’s happening from a portfolio, tax, and estate perspective, inform your advisors of your financial well being, enable you you and your team to make reasoned decisions and give you the confidence to lead the conversation with your team.

Disclaimer:
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