Build better financial plans in less time
Planning
Retirement Income
Client Portal
Account Aggregation
Data extraction
Onboarding Form
Custom Deliverables
Investment Data
Notes & Tasks
Calculators
Document Vault
Whitelabel
SOC2
1
Add client info
5 minutes
Onboarding Form
Linked accounts
Document extraction
Voice dictation
Software import
(RightCapital, Monarch)
2
Plan populates
0 minutes
Plan will autopopulate based on the assumptions you have provided.
3
Finalize plan
6-10 minutes
Every client is unique. Tweak the plan to make sure it fits your client.
See how easy it is
Cover liquidity, retirement, taxes, insurance, estate, investments, and more — without switching between tools.
Retirement savings and income
Education savings
Tax planning and projections
Insurance needs analysis
Estate document tracking
Liquidity and emergency funds
Longevity planning
Investment analysis
Model how employment, Social Security, pensions, annuities, and withdrawals combine to cover spending needs over time.
Model all income sources side by side
Evaluate survivor income scenarios
Compare income vs. spending needs year by year
Test different inflation assumptions
Launching March 2026
Stop typing. Start uploading.
Extract client data from virtually any format — statements, screenshots, CSVs, even voice memos — and import it directly into the plan.
PDFs, statements, and financial plans from other software
Screenshots, photos, and chat transcripts
CSVs and spreadsheets
Dictate notes with your voice
Upload up to 15 files at once
Build client deliverables your way
Create custom dashboards and reports for each client. Drag, drop, and print — no rigid templates.
Build and customize shareable dashboards
Choose exactly what each client sees
Create multiple views per client
Add your own text, images, and commentary
Export to branded PDF with your logo
Keep client data current automatically
Link accounts to pull in balances, holdings, transactions, and credit data — updated continuously.
Account balances and credit limits
Investment holdings
Spending transactions
Supports Plaid, Akoya, Finicity, Yodlee, MX
Give clients their own window into the plan
Clients can view their financial plan, update information, complete tasks, and upload documents — all without calling you.
View their financial plan and Guides
Update account information
Complete assigned tasks
Upload documents securely
Book meetings directly with you
Get clients up and running in minutes
Send a customizable intake form that collects household data, documents, and account details before the first meeting.
Send to new prospects or existing clients
Pre-fill with information you already have
Clients upload documents directly
Embed on your website for inbound prospects
Track every action item across your book
Keep notes inside each client file and manage tasks with due dates — then see everything in one view.
Client-level notes tied to each plan
Assign tasks with due dates to clients or yourself
Filter and view tasks across all clients at once
See the full portfolio picture across every account
Aggregate holdings data across all client accounts and analyze allocation, costs, and exposure — updated daily.
Investment data updates daily
View allocation by asset class, tax status, sector, and region
See expense ratios, dividend yields, and cost basis
Filter by account, goal, or household member
Research individual tickers in-platform
Answer 'what if' questions on the spot
Run time value of money projections, compare scenarios side by side, and illustrate strategies during client conversations.
Solve for future value, present value, payment, or rate of return
Model variable contribution schedules and returns
Compare multiple scenarios side by side
Your clients' data is protected
We're pursuing SOC 2 Type II certification and maintain transparent security practices you can verify.
SOC 2 Type II observation period began January 12, 2026
Access our Trust Center
Hear from the advisors already loving Kerdora
Nate Clark
Envision Retirement Solutions
This is the most useful software I've used in my 30-year career.
Colin Page
Oakleigh Wealth
This is the perfect complement to my more in depth planning tools.
Owen Stewart
Macro Wealth Advisors
My clients understand projections are going to be wrong. They just want to answer the big questions, and Kerdora allows me to easily show them the answers.
Nobody likes a 2-week trial and a year-long commitment.
Start for free. Upgrade once you know it's worth it.
Add 3 clients for Free!
2 months free on Annual Plan!
Annual: $1,200/yr
Monthly: $120/mo
Start for Free
Our Story
Turns out I wasn't the only one
Hi I’m Taylor! I'm the founder of Kerdora, but I'm also a financial advisor and owner at Ataroke Wealth.
A few years ago I got really frustrated.
I was spending almost $30k/year on tech. And when I met with clients, they didn't care about any of it.
My planning tools did everything but create a plan my clients actually cared about.
So I asked my clients, "What do you actually want from me?" They all said:
Help me understand my financial life, and
Tell me what to do next
Then I asked myself, what does that actually mean?
To understand means to be able to answer questions
To know what to do next, they need clear action items
So I came up with the Core Questions of Financial Planning and the 5 Types of Changes.
Then I built a planning software to handle this at scale.
Originally I just built it for myself. Then some friends wanted to use it. So I built Kerdora.
And now you can use it too!
I truly built Kerdora to help my friends and other advisors like you. We’re not VC backed. We’re not trying to be a tech behemoth. I'm just trying to build good tools to help me and other advisors better serve our clients.
I’d love to show you how Kerdora can work in your business. Let’s find a time to chat.
Taylor Stewart, CFP®
Founder
