Personal Financial Management for Professionals

We provide a powerful powerful personal financial manager and secure document portal. Added to that is our secure app manager powered by Okta®. And we customize the solution to meet your particular needs and preferences.

Starting at $10 per month



  • Personal Financial Management

    1st Person

  • Additional Person

    Each Additional Person



Why our personal financial management solution is ideal to manage your accounts and secure your most critical apps and documents

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    Personal Finance Management Software

    We provide the most robust and full-featured personal financial management software on the market. With automatic bank feeds and advanced analytics, you can use the software to manage various aspects of your financial life from cash flow projections to budget creation and savings goals. 

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    Password and File Security 

    We back up our applications with enterprise-grade login security powered by Okta®, while also making them easy to access. We use industry leading identification and authentication technologies so that only you and your authorized family members may access your applications. 

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    Personalized to Your Prefernces

    The Aum Family Office system will easily incorporate your preferred applications to create a truly customized personal financial and family management system that fits your needs.

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    Mobile Access

    Aum Family Offices supports both iOS and Google Play mobile applications

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    Desktop Browser Extensions

    Aum Family Offices has browser extensions available for Chrome, Firefox, Safari and Edge

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    Digital Document Repository

    Unlimited storage for your most critical documents via the Aum Family Offices portal

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    AppEscrow™ Terms

    The AppEscrow™ service can provides your app logins and critical documents to a designated person when you specify in accordance with your strict instructions with multiple safeguards in place. We are happy to work with your attorney to make sure the release provisions meet your exact needs and wishes. If you wish to see a sample AppEscrow™ contract, please just contact us for details.

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Ask us anything about our services

Ask us anything about our services with this form, and we will quickly answer or schedule a time to meet if needed. We look forward to hearing from you.

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