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.


Best in class

Aum Family Offices technologies assure effective performance, local control and ultimate security

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    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.

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    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. 

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    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.

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    Secure messaging

    We only utilize secure messaging technologies to make sure you private information remains that way

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    Online Community

    Pick your preferred method of communicating with us, whether by email or messenger, once you become a Member

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    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

NortonLifeLock® Identity, Credit & Online Protection


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)

** These features are not enabled upon enrollment. Member must take action to activate this protection1 Since your plan includes credit reports, scores, and/or credit monitoring features (“Credit Features”), two requirements must be met to receive said features: (i) your identity must be successfully verified with Equifax; and (ii) Equifax must be able to locate your credit file and it must contain sufficient credit history information. IF EITHER OF THE FOREGOING REQUIREMENTS ARE NOT MET YOU WILL NOT RECEIVE CREDIT FEATURES FROM ANY BUREAU. If your plan also includes Credit Features from Experian and/or TransUnion, the above verification process must also be successfully completed with Experian and/or TransUnion, as applicable. If verification is successfully completed with Equifax, but not with Experian and/or TransUnion, as applicable, you will not receive Credit Features from such bureau(s) until the verification process is successfully completed and until then you will only receive Credit Features from Equifax. Any credit monitoring from Experian and TransUnion will take several days to begin after your successful plan enrollment. Please note that in order to enjoy all features in your chosen plan, such as bank account alerts, credit monitoring, and credit reports, it may require additional action from you and may not be available until completion2 If your plan includes One Bureau Credit Application Alerts, two requirements must be met to receive said features: (i) your identity must be successfully verified with TransUnion; and (ii) TransUnion must be able to locate your credit file and it must contain sufficient credit history information. IF EITHER OF THE FOREGOING REQUIREMENTS ARE NOT MET YOU WILL NOT RECEIVE ONE BUREAU CREDIT APPLICATION ALERTS. One Bureau Credit Application. Alerts will take several days to begin after your successful LifeLock plan enrollment.3 Norton Cloud Backup, Norton SafeCam and Norton Family Parental Control features are provded for PCs only† The LifeLock alert network includes a variety of product features and data sources. Although it is very extensive, our network does not cover all transactions at all businesses, so you might not receive a LifeLock alert in every single case.†† Reimbursement and Expense Compensation, each with limits of up to $1 million for LifeLock with Norton Benefit Essential and LifeLock with Norton Benefit Premier and up to $1 million for coverage for lawyers and experts if needed, for all plans. Benefits under the Master Policy are issued and covered by United Specialty Insurance Company (State National Insurance Company, Inc. for NY State members). Policy terms, conditions and exclusions at:††† This feature is separate from our Million Dollar Protection™ Package and does not provide coverage for lawyers and experts, reimbursement of stolen funds or compensation for personal expenses for events occurring during the 12 months prior to enrollment. See disclaimer for details.

No one can prevent all identity theft or cybercrime.NortonLifeLock, the NortonLifeLock Logo, the Checkmark Logo, Norton, LifeLock, and the LockMan Logo are trademarks or registered trademarks of NortonLifeLock Inc. or its affiliates in the United States and other countries. Alexa and all related logos are trademarks of, Inc. or its affiliates. Other names may be trademarks of their respective owners.