Dora is the AI planning agent that does real work.

Ask Dora to update client information, identify planning gaps, and prepare for meetings. You review what gets saved, assigned, or shared.

Try It

Book a Demo

Dora AI working inside a Kerdora client plan

Dora is the AI planning agent that does real work.

Ask Dora to update client information, identify planning gaps, and prepare for meetings. You review what gets saved, assigned, or shared.

Try It

Book a Demo

Dora AI working inside a Kerdora client plan

Dora is the AI planning agent that does real work.

Ask Dora to update client information, identify planning gaps, and prepare for meetings. You review what gets saved, assigned, or shared.

Try It

Book a Demo

Dora AI working inside a Kerdora client plan

Dora is like a thinking partner and coworker
that makes you a faster and better advisor.

Dora is like a thinking partner and coworker that makes you a faster and better advisor.

Catch what you missed and find opportunities buried in the plan.

Dora works with information in a client’s Kerdora record, including documents, accounts, tasks, notes, and Guide content. Ask it to surface missing information, risks, deadlines, and planning opportunities.

Catch what you missed and find opportunities buried in the plan.

Dora works with information in a client’s Kerdora record, including documents, accounts, tasks, notes, and Guide content. Ask it to surface missing information, risks, deadlines, and planning opportunities.

Catch what you missed and find opportunities buried in the plan.

Dora works with information in a client’s Kerdora record, including documents, accounts, tasks, notes, and Guide content. Ask it to surface missing information, risks, deadlines, and planning opportunities.

Update any field in the client file.

Tell Dora what changed, then review drafted updates to goals, accounts, cash flow, insurance, estate details, and other client information before applying them.

Update any field in the client file.

Tell Dora what changed, then review drafted updates to goals, accounts, cash flow, insurance, estate details, and other client information before applying them.

Update any field in the client file.

Tell Dora what changed, then review drafted updates to goals, accounts, cash flow, insurance, estate details, and other client information before applying them.

Chat with and extract from any document.

Upload a return, statement, screenshot, spreadsheet, transcript, or prior plan. Dora can answer questions, summarize what matters, and extract the details needed for planning.

Chat with and extract from any document.

Upload a return, statement, screenshot, spreadsheet, transcript, or prior plan. Dora can answer questions, summarize what matters, and extract the details needed for planning.

Chat with and extract from any document.

Upload a return, statement, screenshot, spreadsheet, transcript, or prior plan. Dora can answer questions, summarize what matters, and extract the details needed for planning.

You stay in control.

Dora can extract, draft, summarize, and suggest, but you decide what gets saved, assigned, or shared.

Dora can extract, draft, summarize, and suggest, but you decide what gets saved, assigned, or shared.

Advisor approval

Approve, edit, or reject before AI-drafted work becomes part of the plan.

Deterministic calculations

Planning calculations run on Kerdora’s models, not model-generated guesses.

No client-facing chatbot

Dora works inside your advisor workflow, not directly with clients.

Rooted in security.

Zero data retention

AI providers process client information only to complete your request and don’t retain it afterward, under zero data retention agreements.

No model training

Provider agreements prohibit using client information to train, improve, or fine-tune AI models, or for secondary purposes.

US-based infrastructure

Kerdora’s core platform is hosted in the United States. Client planning data is stored and processed in US-based systems.

AICPA SOC 2 service organization seal

SOC 2 Type II

Security, availability, and confidentiality controls have been independently audited.

View Trust Center

See how Dora can improve your planning today.

Try It

Book a Demo

See how Dora can improve your planning today.

Try It

Book a Demo

See how Dora can improve your planning today.

Try It

Book a Demo