Astra Capital Management offers clients informational and functional secure portals to maximize transparency and disseminate account information in an efficient manner. Whether you seek information regarding your accounts held at the custodian or prefer a more robust data aggregation platform where you can see all your asset and liability accounts in one place, there is a solution for you.
Client Portals Provided by the Custodian
These custodian provided portals are the direct client entry point to view accounts held in custody at TD Ameritrade Institutional or Interactive Brokers. If you need assistance logging in, please reach out to us, and we’d be happy to assist you in establishing access.
RightCapital Client Access
RightCapital is a financial planning portal that allows us to engage and collaborate with you to solve problems, explore different solutions, and see results in real time. The system allows for rigorous and sophisticated cash flows, tax projections, and Social Security optimization, powered by a proprietary high-performance algorithm.
Blueleaf Client Access
Blueleaf is a comprehensive account aggregation platform, allowing you to see a complete picture of your financial situation in one place. The portal also provides performance reporting and secure document sharing.