Non-projection planning software that answers the core questions of financial planning.
Build plans your clients always wanted,
the way you've always dreamed of.
You do the thinking. Our AI agents do the inputting.
Planning
AI Agents
Client Portal
Account Aggregation
Data extraction
Onboarding Form
Custom Deliverables
Investment Data
Notes & Tasks
Calculators
Document Vault
Whitelabel
SOC2
Why Kerdora exists
Have you ever asked your clients what they actually want from you?
So we built Kerdora to answer the core questions of financial planning and identify changes they need to make.
And then made it insanely easy for you.
See a Sample Plan
*17 minutes is the average time it takes in the software. Your job is to spend time understanding your client and thinking through what they need. That part takes as long as it needs.
1
Add Client Info
5-15 minutes
Onboarding Form
Link accounts
Document extraction
Voice dictation
Software import
2
Identify Changes
6-10 minutes
Scan for changes, tweak variables, add notes.
3
Finalize Guides
0-5 minutes
Every client is unique. Tailor your deliverables to communicate how they need you to.
See how easy it is
The framework
A projection is not a plan.
A plan is knowing what to change.
Kerdora is built around a practical planning framework: answer the core questions of financial planning, then identify the changes that need to be made.
1
Accounts to open or close
2
Changes to cash flow
3
Changes to insurance
4
Changes to investments
5
Applications, procedures, and documents
Kerdora Guides
Communicate your plans the way your clients need you to.
Guides are customizable planning views you can drag, drop, brand, and tailor for the conversation. From a first meeting to a tax review to a full financial plan.
Drag and drop · Custom components · Advisor branding · PDF exports
New Client Guide
→
Retirement Guide
→
Tax Planning Guide
→
Insurance Review Guide
→
Annual Review Guide
→
AI that does real work
Let AI agents do the parts you don't like.
You are the advisor. AI just does the stuff you don't like doing. Kerdora uses AI to extract information from documents, suggest observations, identify changes that need to be made, generate Guide templates, and let you dictate or type updates instead of clicking through every field.
Advisor instruction
"Update the client's emergency fund target to 6 months, flag the old 401(k) beneficiary, and create an annual review Guide."
✓
Emergency fund target updated
✓
Beneficiary issue added to Changes to be Made
✓
Annual Review Guide template created
Cover liquidity, retirement, taxes, insurance, estate, investments, and more — without switching between tools.
Retirement savings and income
Education savings
Tax planning
Insurance needs analysis
Estate document tracking
Liquidity and emergency funds
Longevity planning
Investment analysis & proposals
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 June 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 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 all clients
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
Analyze portfolios and compare to targets
Aggregate holdings data across all client accounts and analyze allocation, costs, and exposure — updated daily.
Build and compare model portfolios
View allocation by asset class, tax status, sector, and region
See expense ratios, dividend yields,
Filter by account, goal, or household member
Research individual tickers in-platform
Answer 'what if' questions on the spot
Run time value of money calculations, 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
Have debt payoff and home purchase conversations
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 completed April 12, 2026
SOC 2 Type II audit underway
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
Kerdora has become the core of my prospecting process. I can easily show people where they're at and what changes we'll make if we work together.
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.
Start for free. Upgrade once you know it's worth it.
Account Aggregation
$3.50/mo per client household
10 aggregation clients included in Base plan
*A joint couple is 1 household
Account Balances
Investment Holdings
Transactions
Plaid, Yodlee, MX, Finicity, Akoya
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
