Overview
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
Details
- Version1.1.1
- UpdatedMay 24, 2026
- Offered byAnnise Inc
- Size50.53KiB
- LanguagesEnglish
- DeveloperDT App Inc
40 Westerly Rd Weston, MA 02493 USEmail
agustin@annise.ioPhone
+54 9 11 2336-0164 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
- D-U-N-S117079364
Privacy
Annise Document Upload has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
Annise Document Upload handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
Support
For help with questions, suggestions, or problems, visit the developer's support site
