New: Meet Dora, Kerdora’s AI planning agent →
advice and implementation platform
Deliver better advice. Implement it faster.
Kerdora helps advisors collect client data, connect accounts, extract documents, identify what needs to change, deliver client-ready Guides, and track follow-through, with AI handling tedious work and surfacing insights for advisor review.
The Kerdora system
One workspace for advice and implementation.
Bring together client data, planning, deliverables, client collaboration, and follow-up tasks, so your advice is easier to build, explain, and act on.
1
Collect client data
Send an onboarding form, extract documents, upload a chat transcript, link accounts, import notes, or dictate what changed.
2
Identify changes
Review goals, investments, insurance, taxes, estate, spending, and the full financial picture to spot what needs to change.
3
Deliver clear advice
Turn strategic changes into client-ready deliverables built for the conversation in front of you.
4
Track follow-through
Assign tasks, track progress, and give clients a portal to review their plan, upload documents, and complete next steps after the meeting.
AI works across the system
Extract documents, update fields, summarize context, surface planning insights, draft tasks, and assemble Guide content. You approve what becomes part of the plan.
17-minute average build time.
Kerdora speeds up the software work. You still understand the client and decide what they need.
Action-based planning
Changes appear as you plan.
As you work through goals, investments, insurance, taxes, estate, and spending, Kerdora helps turn planning findings into clear Changes to Be Made, ready for your review and approval.
Strategic changes · Clear next steps · Client-ready guidance
customizable deliverables
Communicate your advice the way clients need.
Create drag-and-drop deliverables you can brand, customize, and tailor for each client conversation, from a focused review to a full financial plan.
Drag and drop · Custom components · White-label · PDF exports
AI that does real work
Let AI handle the data entry.
Upload documents, dictate updates, or describe what changed. Kerdora extracts the details, updates the plan, drafts tasks, and prepares deliverable content for your review.
Extract docs · Draft tasks · Find changes · Build Guides
Planning insights
Ask what you missed
Have Kerdora review the client’s full financial picture before the meeting. It can surface planning gaps, risks, opportunities, and inconsistencies across the data you already have, so you can walk in with a sharper view of what needs attention.
planning gaps · risks · opportunities
connected spending
Turn spending into planning insights
Connected spending data becomes more than a transaction feed. Ask Kerdora where a savings target could come from, what patterns stand out, or which categories deserve a closer look, then turn that into advice clients can actually act on.
Extract docs · Draft tasks · Find changes · Build Guides
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 part of how we’re building 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.
Client intake
Unlimited clients
AI Assistant
Planning modules
Client-ready deliverables
Client portal
Onboarding forms
Document extraction
Strategic Changes
Account data
White-labeling
10 connected households included
Account aggregation add-on
$3.50/mo
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