New: Meet Dora, Kerdora’s AI planning agent →
action-based planning software for advisors
Build better plans.
Deliver them your way.
Kerdora is action-based planning software that helps advisors collect client data, identify what needs to change, create custom deliverables, and keep implementation moving, with AI built into the workflow.
You're a financial planner.
So why does your planning software feel like the weakest part of your tech stack?
You shouldn't have to stitch together data collection, analysis, deliverables, and follow-up.
Kerdora
Projection-first planning
Action-based planning
Slow, manual data entry
Faster intake with forms, uploads, and AI
Planning work spread across multiple systems
One system from intake to implementation
Rigid reports
Custom deliverables
Still acting like AI doesn't exist
AI built into the workflow
What Kerdora helps you do
Help your clients understand their financial life and know what to do next
Kerdora gives you the structure to move from client complexity to clear recommendations, custom deliverables, and next steps clients can actually follow.
Planning coverage
Cover the core planning topics.
Work through the conversations clients actually need: retirement, taxes, insurance, estate, cash flow, investments, debt, goals, benefits, and major life decisions.
Retirement · Taxes · Insurance · Estate · Cash flow · Investments
Action-based planning
Identify the changes to be made.
Move beyond projections and organize planning around what needs to change, why it matters, and what your client should do next.
accounts to open · changes to cash flow · insurance · investment updates
AI that does real work
Let AI handle data entry
Dora helps extract documents, organize client data, search for planning insights, create and update client work, and edit almost anything across the platform.
Document extraction · planing updates · report generator
Planning insights
Find planning opportunities faster.
Have Dora review the client's full financial plan to surface planning gaps, risks, opportunities. Then update the plan in the same conversation.
Observations · planning gaps · Opportunities · Recommendations
custom Deliverables
Deliver plans your way.
Create client-ready guides, summaries, and recommendations that match how you explain advice, instead of forcing every client into the same report.
Custom guides · Recommendations · Client-ready · White-label
Deeper planning tools
Go deeper when the plan calls for it.
Use deeper tools like our spending tracker, tax report, investment proposal, and stand-alone calculators.
spending tracker · tax report · investment proposal
Platform capabilities
Everything you need to turn planning into action.
Client portal
Give clients a place to review deliverables, upload documents, complete tasks, and stay connected after the meeting.
Account aggregation
Connect accounts so balances, investments, cash flow, and held-away assets stay tied to the plan.
Spending tracking
Turn real spending behavior into cash flow conversations, savings targets, and planning insights clients can act on.
Document vault
Keep client documents organized and connected to the planning work they support.
Document extraction
Extract key details from statements, forms, notes, transcripts, and uploaded files.
Planning modules
Review goals, retirement, taxes, estate, insurance, investments, education, liquidity, and cash flow.
Strategic Changes
Track the specific changes clients need to make, review them, approve them, and communicate them clearly.
Custom deliverables
Build white-labeled deliverables for different client conversations, from focused reviews to full plans.
Tasks and follow-through
Assign next steps, track progress, and keep implementation moving after the meeting.
AI Assistant
Update plan data, summarize context, surface insights, draft tasks, and prepare deliverable content for review.
Notes and context
Keep meeting notes, planning context, and client decisions connected to the record they belong to.
Investment analysis
Review holdings, risk, allocation, concentration, and account-level details inside the planning workflow.
Security
Built for sensitive client data.
Kerdora is designed for financial planning work that involves documents, accounts, notes, and personal financial details. Security controls, vendor review, and SOC 2 Type II certification are core to the platform.
SOC 2 Type II observation period completed April 12, 2026
SOC 2 Type II audit underway
Security documentation available through our Trust Center
SOC 2
TYPE II
Audit underway
SOC 2 Type II
Controls for security, availability, and confidentiality are being reviewed through the SOC 2 Type II process.
Security
Availability
Confidentiality
Observation period completed
April 12, 2026
Advisor-built
Built from real planning work.
Kerdora started inside an advisory firm, after years of trying to make traditional planning software fit the way clients actually think. The goal was never to build another calculator. It was to help advisors deliver clearer advice, move faster, and keep client follow-through from getting lost after the meeting.
“I wanted planning software that helped clients understand their financial life, then made it easier for advisors to turn that advice into action.”
Taylor Stewart, CFP®
Founder, Kerdora
Pricing
Start for free. Upgrade when you’re ready.
Try the full Kerdora workspace with client intake, planning, document extraction, AI assistance, deliverables, tasks, and follow-through. No credit card required.
Kerdora Platform
$199/mo
Save $400/year
Monthly billing has no year-long commitment. Annual billing is $1,999/year and saves $400.
Trial details
14-day free trial
No credit card required
No year-long commitment
Platform capabilities included
One workspace for advice and implementation.
Collect client information, connect accounts, extract documents, analyze planning opportunities, build client-ready deliverables, and track follow-through in one connected system.
Use the capabilities you need for the client in front of you, while keeping advisor review and judgment at the center.
Spending Tracker
Unlimited clients
AI Assistant
Planning modules
Customizable deliverables
Client portal
Onboarding forms
Document extraction
Strategic Changes
Account data
White-labeling
10 connected households included
Account aggregation add-on
$3.50/mo per household
Your Kerdora subscription includes 10 connected households. Add more only when a client needs live account data.
10 included
A joint couple counts as one household.
Key data linked
Balances, investment holdings, transactions.
Multi-aggregator
Connect via Yodlee, MX, Finicity, and Akoya.
No credit card required for the trial. No year-long commitment after you subscribe.
Sign up
“This is the most useful software I've used in my 30-year career.”
Nate Clark · Envision Retirement Solutions
See how Kerdora helps you deliver and implement advice faster.
Walk through how client information becomes reviewed context, planning insights, clear recommendations, client-ready deliverables, and follow-through after the meeting.
Schedule demo