Media
3 items
Description
Upload documents to your family office directly from your browser. Upload documents to your Annise family office directly from your browser — without opening the portal. Features: - Sign in with Google or email/password (MFA supported) - Capture downloads automatically — add your bank or LP portal domains and the extension intercepts downloads before they hit your laptop, routing them directly into the upload queue - Drag and drop files or click to browse - Supports multiple document types - Set document type, date, level (Family Office, Account, Trust, Security, Managers & Advisors), and description per file - Optional AI processing for supported document types - Upload multiple files at once Designed for Annise clients. Privacy policy URL: https://www.annise.io/privacy