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.

Try It

Book a Demo

Try It

Book a Demo

“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.

Collect & organize client information

Onboarding form

Account aggregation

Document vault

Custodian import

AI document extraction

Analyze & build financial plans

8 planning modules

Live investment data

Spending tracker

Tax calculator

AI paraplanner

Deliver advice each client can follow

Custom deliverables

Built-in visualizations

Client portal

PDF exports

AI template generator

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

Uploaded Roth IRA statement used by Kerdora document extraction

Advisor-reviewed accounts and holdings extracted from uploaded documents in Kerdora

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.

Slant

CurrentClient

Google Drive

Altruist

Schwab

See all integrations

Planning

Comprehensive planning, not centered around a Monte Carlo projection

Kerdora live investment data with market chart and sector allocation

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.

Explore all 8 planning modules

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.

Kerdora Guide builder with components dragged into a client Guide

Visualizations

Help clients visualize their financial life

8 interactive canvases help you turn complexity into a clear picture.

Financial Life Map

Cash Flow Map

Goals Map

Kerdora Financial Life Map showing household income, spending, assets, liabilities, and insurance protection

Explore visualizations

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

Dora extracts information, analyzes and researches, prepares meetings, updates the plan, drafts deliverables, and assigns tasks, with advisor approval.

Dora proposes a new joint brokerage account from an attached holdings screenshot, a weekly contribution, and retirement updates for advisor approval.

Illustrative Dora response outlining what to revisit before evaluating a possible job change.

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.

View Trust Center

Business impact

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 price. Every feature. Every household.

Monthly

Yearly

SAVE $589

Kerdora

One plan. Everything included.

$299

/month

Billed monthly

Try It

Book a Demo

Everything included:

Account aggregation for every household

All 8 planning modules

Dora AI

Spending tracker

Client portal and Guides

Every integration

Monthly

Yearly

SAVE $589

Kerdora

One plan. Everything included.

$299

/month

Billed monthly

Try It

Book a Demo

Everything included:

Account aggregation for every household

All 8 planning modules

Dora AI

Spending tracker

Client portal and Guides

Every integration

Build your first plan today.

Try It

Book a Demo

14-day free trial. No credit card required.

Build your first plan today.

Try It

Book a Demo

14-day free trial. No credit card required.

Build your first plan today.

Try It

Book a Demo

14-day free trial. No credit card required.

Help clients understand their financial lifeand know what to do next.

Help clients understand their financial life and know what to do next.

Kerdora gives you everything you need to build, deliver, and maintain plans.

Collect & organize client information

Analyze & build financial plans

Deliver advice each client can follow

Implement, monitor & update

Easily populate plans

Easily populate plans

Connect the tools you already use.

Comprehensive planning, not centered around a Monte Carlo projection

Translate your advice into clear next steps

Create custom deliverables for what each client needs.

Help clients visualize their financial life

AI that makes you a better, faster planner

Built for sensitive client data.

Build a better planning business.

Build a better planning business.

One price. Every feature. Every household.

$299

$299

Build your first plan today.

Build your first plan today.

Build your first plan today.

Help clients understand their financial life
and know what to do next.