Action-based planning software
Give your clients the plan they want.
Build it the way you've always dreamed.
Kerdora is action-based planning software that helps you collect information, identify what needs to change, and turn advice into client-ready Guides, while AI handles the inputting and you stay in control.
Built by an advisor
AI with approval
SOC 2 audit underway
Why Kerdora exists
Have you ever asked your clients what they actually want from you?
I was spending $30,000 a year on advisor tech and my clients didn't care about any of it. So I asked clients what they actually wanted from me. They did not ask for another projection.
They told me:
“Help me understand my financial life. Tell me what to do next.”
So we built Kerdora to give them exactly that.
Then made it insanely easy for you.
Action-based planning
Give your clients clear next steps.
Kerdora organizes planning around the changes clients need to make, then helps you review, approve, and communicate them clearly.
Strategic changes · Clear next steps · Client-ready guidance
customizable Guides
Communicate your advice the way clients need to hear it.
Guides are customizable planning outputs 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 · White-label · PDF exports
AI that does real work
You do the thinking. Let AI do the inputting.
You are the advisor. AI handles the setup work: extracting documents, summarizing context, drafting tasks, searching for changes, and assembling Guide content. You review what becomes part of the plan.
Extract docs · Draft tasks · Find changes · Build Guides
The Kerdora system
Kerdora helps you move from messy inputs to reviewed planning decisions, client-ready communication, and ongoing implementation without losing control.
1
Gather information
Send an onboarding form, extract from documents, upload a chat transcript. link accounts, import from other software, or just dictate what you want to change.
2
Analyze & plan
Planning modules, calculators, and AI-assisted review help turn context into decisions.
3
Communicate your plan
List your changes and build your Guides to communicate exactly what your clients need to know.
4
Keep it up to date
Notes, tasks, account updates, and client changes keep the plan current after the meeting.
AI assists across every step
Extract documents, summarize context, draft tasks, search for changes, and assemble outputs. You approve.
17-minute average build time.
17 minutes is the average software build time. Your job is to understand the client and decide what they need. That part takes as long as it takes.
Platform capabilities
Everything you need to turn planning into action.
Intake and extraction
Accept client files, notes, screenshots, and voice memos, then review what matters.
Planning modules
Model goals, taxes, investments, insurance, estate, spending, business owners, and changes.
AI assistance
Draft summaries, tasks, agendas, and inputs while you keep control.
Client Guides
Turn your advice into live or printable client-ready guidance.
Changes to be made
Turn planning findings into approved actions clients can actually complete.
Notes
Keep planning context inside the client record instead of scattered across tools.
Tasks
Track follow-through across clients, meetings, recommendations, and team members.
Account aggregation
Bring client account data into the planning workspace and keep the plan current.
One-off calculators
Answer focused planning questions without building an entire plan from scratch.
Document vault
Store uploaded files and planning documents where the planning workflow already lives.
Client portal
Share Guides, tasks, documents, and updates in a client-friendly place.
Branded outputs
Use reusable templates and white-label options to make client work feel like your firm.
Security
Your clients' data is protected.
Kerdora is pursuing SOC 2 Type II certification and maintains transparent security practices your firm can review.
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
Built by one of you
Built by an advisor who needed a better way to craft and deliver advice.
Taylor Stewart, CFP® started building Kerdora after years as a planner, first inside an independent RIA and then through his own flat-fee firm. The goal was never another impressive calculator. It was a better way to help clients understand their financial life and know what to do next.
“I never set out to build software. I just couldn't find tools that actually helped me serve clients.”
Taylor Stewart, CFP®
Founder, Kerdora
Pricing
Start for free.
Upgrade once you know it's worth it.
Transparent pricing for planning software that helps you collect information, build recommendations, and deliver client-ready guidance. Start with a free trial, then choose monthly or annual billing.
Kerdora Base
$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 platform for the work around the plan.
Kerdora brings client intake, document extraction, planning analysis, Guides, AI assistance, account data, and follow-through into one workspace.
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 assistance
Planning framework
Unlimited Guides
Client Portal
Onboarding forms
Document extraction
Change tracking
Account data
White-labeling
10 connected households included
Account Aggregation add-on
$3.50/mo
Base 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 action-based planning in Kerdora.
Walk through how client information becomes reviewed context, planning insight, change recommendations, and client-ready Guides.
Schedule demo