價格：免費
更新日期：2020-08-04
檔案大小：70.4 MB
目前版本：1.0.16
版本需求：系統需求：iOS 12.1 與 watchOS 5.0 或以後版本。相容裝置：iPhone、iPad、iPod touch。
支援語言：英語
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.
支援平台：iPhone, Apple Watch