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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
Each Additional Person
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.
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.
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.
Aum Family Offices supports both iOS and Google Play mobile applications
Desktop Browser Extensions
Aum Family Offices has browser extensions available for Chrome, Firefox, Safari and Edge
Digital Document Repository
Unlimited storage for your most critical documents via the Aum Family Offices portal
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.
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.
Want more protection?
Create secure passwords with the Norton Password Generator
Also, visit our full suite of personal technology, financial, tax and insurance solutions to protect our family and help them thrive.