One platform. Every account. Always connected.
Kerdora connects to 15,000+ financial institutions through five independent aggregation providers — so your clients' full financial picture stays current, accurate, and complete.
Aggregation that actually works
Most planning software relies on a single data provider — and when that connection drops, you're stuck. Kerdora takes a different approach. With five aggregation partners working behind the scenes, your clients get reliable connections to banks, brokerages, 401(k)s, mortgages, and more. If one provider can't reach an institution, another one can.
5 aggregation partners. 15,000+ institutions. One seamless experience.
We don't bet on a single data provider. Kerdora integrates with five independent aggregators to maximize coverage and connection reliability. Whether your client banks with a national institution or a local credit union, the data flows in — balances, holdings, transactions, and account details — without the headaches.
Holdings, balances, and transactions — all in one place
See the full picture across every linked account. Investment positions with real-time valuations, account balances updated automatically, and transaction history that flows in without manual entry. Everything your clients own, organized and ready to inform the plan.
Clients link accounts in minutes — right from their portal
No separate app. No confusing redirects. Your clients connect their accounts directly inside the Kerdora client portal using a guided, secure flow. They pick their institution, log in, and the data starts syncing. Simple for them, powerful for you.
Monitor every connection at a glance
Know exactly which accounts are syncing, which need attention, and which clients have stale data — all from one dashboard. Kerdora flags connection issues proactively so you can resolve them before your next client meeting, not during it.
Multi-provider redundancy
If one aggregator loses connectivity to an institution, Kerdora can route through another. Your clients stay connected without you lifting a finger.
Live data, always current
Account balances, holdings, and transactions refresh automatically. When a client's financial picture changes, Kerdora reflects it — no manual updates, no stale snapshots.
Secure and compliant
All aggregation connections use bank-level encryption and tokenized credentials. Your clients' login information is never stored in Kerdora — it's handled entirely by the aggregation provider.
"This is the most useful software I've used in my 30-year career."
Nate Clark
Envision Retirement Solutions
