Annise 4+

Name: Annise
Author: Annise, Inc.

Annise, Inc.

Designet til iPhone

- Gratis
- Tilbyder køb i appen

Beskrivelse

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.

After a 30-day free trial, some features will be limited to premium subscribers. In app an annual premium subscription is available. Our privacy policy can be found on https://annise.io/privacy and our terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/.

In case of any questions, please don't hesitate to contact support@annise.io.

3. jul. 2024

Version 2.55.1

Asset Management - Stock Options

Udvikleren, Annise, Inc., har angivet, at fremgangsmåder vedrørende app-anonymitet muligvis inkluderer håndtering af data som beskrevet nedenfor. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.

Data, der ikke er tilknyttet dig

Følgende data vil muligvis blive indsamlet, men de er ikke tilknyttet din identitet:

Id'er
Brugsdata
Diagnostik

Fremgangsmåder vedrørende anonymitet kan variere, f.eks. baseret på de funktioner, du bruger, eller din alder. Læs mere

Oplysninger

Leverandør

Annise, Inc. har ikke identificeret sig selv som en forhandler af denne app. Hvis du er en forbruger i Det Europæiske Økonomiske Samarbejdsområde, gælder forbrugerrettigheder ikke for aftaler mellem dig og leverandøren.

Størrelse

77,7 MB

Kategori

Økonomi

Kompatibilitet