The planning platform for accumulators
Kerdora combines planning modules purpose-built for the accumulation stage with the data-gathering and presentation tools you need.
14-day free trial. No credit card. No migration needed.
What clients want
They want to see where they stand and how the pieces fit together.
They want clear priorities and practical next steps.
Built for accumulators
Projection-led Planning
A useful question. But accumulators need more.
Next steps
4 open
Approve
Review
Approve
Review
Turn recommendations into plain-English Changes to Be Made: what should change, why it matters, and when to act.
See the method
Guides are flexible, drag-and-drop client deliverables you can shape for each household.
Johnson household · Live Guide
Net worth
$1.04M
Savings rate
14.2%
Changes
8
How are we progressing toward our goals?
Retirement funding is 72% of target. Current savings are slightly below the required pace.
✦
Dora · Johnson household
Review the full plan and identify planning opportunities I may have missed.
Three review items stand out:
Change client details, goals, accounts, assumptions, and planning inputs with plain-English instructions.
Turn statements, tax returns, meeting notes and anything else into plan inputs and dig into the details.
Review the plan, documents, notes, and open questions to surface planning opportunities.
Assemble a Guide, adjust sections, rewrite explanations, or tailor your deliverable.
complete planning process
01
Onboarding form
Account aggregation
Document vault
Custodian import
AI Document extractor
02
8 planning modules
Live investment data
Spending tracker
Tax calculator
AI Paraplanner
03
Custom deliverables
Built-in Visualizations
Client Portal
PDF exports
AI Template Generator
04
Accounts stay updated
Client Portal
Assign Tasks
Guides update
AI Data Cleanup
What advisors say
Bring a client you know well. We’ll show you how the Guide, Changes, planning modules, and Dora come together.
Book a demo →
Business value
Kerdora isn’t another line item on your tech stack. If you use Kerdora, you’re getting real results.
Use the time Kerdora saves to work with more clients without rebuilding every plan from scratch.
Replace separate tools for spending tracking, tax reports, document intake, client portals, and deliverables.
Work with accumulator clients your current tools aren’t built to serve well.
Show prospects exactly what you can do for them, so they understand the value before they commit.
Security
Client data is protected everywhere it moves and everywhere it lives.
Client information is not used to train AI models.
The observation period is complete. Security, availability, and confidentiality controls are being reviewed.
Pricing
The platform includes unlimited client records and 10 aggregation households. Pay for additional connected households only when you add them.
Unlimited clients included
Common questions
