Secure personal financial software.
Whatever devices you use, wherever you need it, while your data stays completely private.
Our highly skilled team will help you deal with any tech issue that you may come across. This creates trust and allows you to easily adopt these personal financial solutions. We are devoted to creating unique and innovative financial technologies along with the highest-quality support services.
Password and File Security with AppEscrow™
It all starts with how you secure your accounts and make 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. With automatic monitoring of all passwords, we will alert you if your credentials have been compromised. We also provide our AppEscrow™ service to provide access to a designated person in time of need.
Personal Financial Management with Bank Feeds
Aum Family Office Services provides the most robust and full-featured personal financial management software on the market. With our services, you can use the software to manage various aspects of your financial life from budget creation to debt tracking and savings goals. The software allows us to manipulate and perform robust reporting on your data with the Family Financial Reporting service.
Expense Management with Bill Pay
We leverage business class expense management and bill pay systems so you have complete control and prior approval of what gets paid when. When leveraging our personal bookkeeping services, we will tell you exactly where you stand with your ability to pay and work with you to make any necessary adjustments. When using our personal financial coaching services, we will discuss with you ways to manage and better improve your overall finances so bill pay is never a surprise or issue.
We only utilize secure messaging technologies to make sure you private information remains that way
Pick your preferred method of communicating with us, whether by email or messenger, once you become a Member
Online Document Repository
We provide a secure online repository for your most critical documents that are held away from your other data stores and managed by Aum Family Offices
Protection> 24/7 Live Member Support> U.S.-based Identity Restoration Specialists> Million Dollar Protection™ Package††>> Stolen Funds Reimbursement>> Personal Expense Compensation>> Coverage for Lawyers and Experts> Prior Six-Month Identity Theft Remediation Assistance†††> Stolen Wallet Protection> Credit, Bank & Utility Account Freezes**> Reduced Pre-Approved Credit Card Offers
Monitoring> Three-Bureau Credit Monitoring1 **> Monthly Credit Score Tracking1 **> Home Title Monitoring> Identity Verification Monitoring†**> Dark Web Monitoring**> File Sharing Network Searches> LifeLock Privacy Monitor™> Fictitious Identity Monitoring
Alerts> Three-Bureau Annual Credit Report & Credit Score1**> LifeLock Identity Alert™ System†>> Payday - Online Lending Alerts†>> Credit Alerts & Social Security Alerts† > USPS Address Change Verification> Data Breach Notifications> Bank & Credit Card Activity Alerts†**> Credit Application Alerts(2)**> Checking & Savings Account Application Alerts†**> Bank Account Takeover Alerts†**> 401K & Investment Account Activity Alerts†**> Sex Offender Registry Reports
Technology **> Secures up to 10 Macs, PCs, iOS and Android devices> LifeLock Skill for Amazon Alexa> LifeLock for Norton360 mobile app (Android™ & iOS)> Norton Online Threat Protection> Smart Firewall> Parental Controls(3)> Infant SafeCam(3)> 50 GB Cloud Backup(3)