AI-enhanced financial planning
AI-enhanced financial planning
Help clients understand their financial life
and know what to do next.
Help clients understand their financial life and know what to do next.
Populate plans in minutes, analyze them with 8 planning modules, build custom deliverables, and work with Dora AI that can think through or do anything you ask.
Populate plans in minutes, analyze them with 8 planning modules, build custom deliverables, and work with Dora AI that can think through or do anything you ask.
“This is the most useful software I’ve used in my 30-year career.”
Nate Clark
Envision Retirement Solutions
“This is the most useful software I’ve used in my 30-year career.”
Nate Clark
Envision Retirement Solutions
“You’ve replaced almost my whole planning tech stack.”
Colin Page
Oakleigh Wealth
“You’ve replaced almost my whole planning tech stack.”
Colin Page
Oakleigh Wealth
“It’s exactly what I would build if I built planning software.”
Dace Dekruif
Silver Strand Financial Planning
“It’s exactly what I would build if I built planning software.”
Dace Dekruif
Silver Strand Financial Planning
“This is the most useful software I’ve used in my 30-year career.”
Nate Clark
Envision Retirement Solutions
“You’ve replaced almost my whole planning tech stack.”
Colin Page
Oakleigh Wealth
“It’s exactly what I would build if I built planning software.”
Dace Dekruif
Silver Strand Financial Planning
Kerdora gives you everything you need to build, deliver, and maintain plans.
01
Collect & organize client information
Onboarding form
Account aggregation
Document vault
Custodian import
AI document extraction
02
Analyze & build financial plans
8 planning modules
Live investment data
Spending tracker
Tax calculator
AI paraplanner
03
Deliver advice each client can follow
Custom deliverables
Built-in visualizations
Client portal
PDF exports
AI template generator
04
Implement, monitor & update
Connected notes
Open Changes
Client tasks
Guides stay current
AI data cleanup
Data Gathering
Easily populate plans
Guided Onboarding Form
Send clients an easy-to-use guided intake form to collect documents and household, account, goal, and planning information.
Account aggregation
Custodian import
AI extractor
Data Gathering
Easily populate plans
Guided Onboarding Form
Send clients an easy-to-use guided intake form to collect documents and household, account, goal, and planning information.
Account aggregation
Custodian import
AI extractor
Integrations
Connect the tools you already use.
Bring in households and meeting notes from your CRM, import holdings from your custodian, and text clients right from Kerdora.
Bring in households and meeting notes from your CRM, import holdings from your custodian, and text clients right from Kerdora.
Planning
Comprehensive planning, not centered around a Monte Carlo projection
Retirement
Show clients what it takes to retire on their terms.
Spending
Track spending and find more money for your clients’ goals.
Taxes
Help clients minimize the taxes they pay.
Investments
Align each client’s portfolio with what their money needs to do.
Retirement
Show clients what it takes to retire on their terms.
Spending
Track spending and find more money for your clients’ goals.
Taxes
Help clients minimize the taxes they pay.
Investments
Align each client’s portfolio with what their money needs to do.
Changes to Be Made
Translate your advice into clear next steps
Turn recommendations into plain-English Changes to Be Made: what should change, why it matters, and when to act.
Guides
Create custom deliverables for what each client needs.
Guides are flexible, drag-and-drop client deliverables you can shape for each household.
Visualizations
Help clients visualize their financial life
8 interactive canvases help you turn complexity into a clear picture.
8 interactive canvases help you turn complexity into a clear picture.
Financial Life Map
Cash Flow Map
Goals Map
Dora
AI that makes you a better, faster planner
Works across the whole plan
Dora is fully connected to every step of the planning process to help you think through or act on anything you ask it to.
Update anything
Dora can create and update any field in Kerdora. Plan inputs, assumptions, notes, tasks, etc.
Think through anything
Ask Dora to review a client, explore a strategy, or look for what you missed. Dora researches and considers everything in a client file
Works across the whole plan
Dora is fully connected to every step of the planning process to help you think through or act on anything you ask it to.
Update anything
Dora can create and update any field in Kerdora. Plan inputs, assumptions, notes, tasks, etc.
Think through anything
Ask Dora to review a client, explore a strategy, or look for what you missed. Dora researches and considers everything in a client file
Works across the whole plan
Dora is fully connected to every step of the planning process to help you think through or act on anything you ask it to.
Update anything
Think through anything
Advisor approval
Review and approve proposed changes before they’re applied.
Advisor approval
Review and approve proposed changes before they’re applied.
Deterministic calculations
Planning calculations run on Kerdora’s models.
Deterministic calculations
Planning calculations run on Kerdora’s models.
No model training
Client data isn’t used to train AI models.
No model training
Client data isn’t used to train AI models.
Zero data retention
AI providers don’t retain client data after processing.
Zero data retention
AI providers don’t retain client data after processing.
Security
Built for sensitive client data.
Client data is protected at every step—from intake and analysis through delivery and ongoing planning.
SOC 2 Type II
Security, availability, and confidentiality controls have been independently audited.
Encrypted everywhere
Client data is encrypted in transit and at rest.
No AI training or data retention
Dora’s AI providers do not retain client data or use it to train their models.
Business impact
Build a better planning business.
Build a better planning business.
Spend less time building plans
Keep client information, analysis, and deliverables in one workflow.
Spend less time building plans
Keep client information, analysis, and deliverables in one workflow.
Spend less money on tech
Use Kerdora for spending, tax planning, document intake, client portals, and deliverables.
Spend less money on tech
Use Kerdora for spending, tax planning, document intake, client portals, and deliverables.
Serve accumulator clients
Work through decisions that matter years before retirement.
Serve accumulator clients
Work through decisions that matter years before retirement.
Increase prospect conversions
Show prospects how your advice turns into clear next steps.
Increase prospect conversions
Show prospects how your advice turns into clear next steps.
Pricing
One subscription. Add account aggregation as you need it.
Monthly
Yearly
SAVE $389
Kerdora platform
Everything you need to build, deliver, and maintain financial plans.
$199
/month
Billed monthly
Kerdora subscription includes:
All Kerdora planning tools
Dora AI
Account aggregation for 10 households
Account aggregation
Every subscription includes account aggregation for 10 households. Add more only when needed.
$3.50
/household
per month beyond 10 included households
Account aggregation pricing:
First 10 households are included
Add households as needed
Extra household: $3.50/month
USAGE PRICING
Monthly
Yearly
SAVE $389
Kerdora platform
Everything you need to build, deliver, and maintain financial plans.
$199
/month
Billed monthly
Kerdora subscription includes:
All Kerdora planning tools
Dora AI
Account aggregation for 10 households
Account aggregation
Every subscription includes account aggregation for 10 households. Add more only when needed.
$3.50
/household
per month beyond 10 included households
Account aggregation pricing:
First 10 households are included
Add households as needed
Extra household: $3.50/month
USAGE PRICING
Build your first plan today.
14-day free trial. No credit card required.
Build your first plan today.
14-day free trial. No credit card required.
Build your first plan today.
14-day free trial. No credit card required.