We’re excited to share several enhancements we’ve been working on behind the scenes – all designed to make it easier for you to stay connected to your financial life and to help us serve you even better.
A more powerful financial planning experience
We’ve transitioned our financial planning platform from MoneyGuidePro to eMoney, giving you access to a more robust and interactive financial planning experience.
Through your new client portal, you’ll be able to:
- See more of your financial life in one place. Link outside investment accounts, retirement plans, bank accounts and other assets for a more complete and real-time view of your finances.
- Model scenarios and stay connected to your financial plan. View your financial picture and track progress toward your goals in one convenient location. Also, we can help you model multiple scenarios such as retiring earlier/later, new property, etc, to see the impact to your overall plan. Once you get the hang of it, you will have access to the scenarios we build and can explore them on your own.
- Access your information on the go. Download the mobile app for convenient access from your phone or tablet.
- Track spending and cash flow, if you choose. Connect checking accounts and credit cards to take advantage of eMoney’s budgeting and cash-flow tools, if you would like. These accounts can remain visible only to you unless you choose to share your information with our team.
You are not required to connect outside accounts or use all of these features. If you choose to link your accounts, the tool will have real-time updates which cuts down on the need to provide updated balances and allows us to maintain a more comprehensive picture of your financial life. Think of the portal as a resource you can personalize based on what is most useful to you.
A new Astoria website
We’re also excited to announce we just launched our new website. The redesigned site better reflects who Astoria is today, our approach to financial planning, the clients we serve, and the breadth of services we provide.
More improvements behind the scenes
In addition to the changes you will see, we’ve also upgraded our document management system to improve how we securely organize and manage client information. While you may not notice this change directly, it is another investment we’ve made in the infrastructure that supports the service you receive.
What happens next?
We’ve provided simple instructions to help you activate your eMoney portal, download the app, and link accounts if you choose. And, of course, our team is always available to help.
We’ve also created four instructional videos to help walk you through the various steps:
- How to set up your client portal
- How to download and set up your eMoney app
- eMoney client portal tour with instructions on how to link outside accounts
- How to connect your eMoney portal to your Astoria document portal
These changes are all part of our continued commitment to evolving our tools, resources, and processes while maintaining the personalized service you expect from Astoria.
As always, thank you for partnering with us, we’re excited for you to experience what’s new.
