Dora is like a thinking partner and coworker that makes you a faster and better advisor.
Planning review
Catch what you missed and find opportunities buried in the plan.
Ask Dora to review the client’s plan, documents, tasks, notes, holdings, insurance, estate details, and cash flow for missing information, inconsistencies, risks, deadlines, and planning opportunities.
Review this plan and find what I’ve missed.
INSURANCE
Bob’s disability policy has no benefit amount on file.
ESTATE
Grace isn’t named in either will.
INVESTMENT
88%
tech concentration in the joint brokerage
Split the new brokerage between the girls’ education goals.
Drafted 3 changes
PENDING
Add goal · Grace Education
Education · mirrors Patty’s assumptions
Update calculator · Patty Education
Investment return 7% → 6.5%
Add asset · Joint Brokerage (Education)
Investment · Taxable · $150/mo savings
Approve
Reject
Plan updates
Update any field in the client file.
Tell Dora what changed, and it drafts updates to goals, assumptions, accounts, assets, liabilities, income, expenses, insurance, estate details, and other client fields for your review.
Documents
Chat with and extract from any document.
Upload tax returns, statements, screenshots, spreadsheets, transcripts, or prior plans. Dora can answer questions, summarize what matters, and pull the details into the planning workflow.
What’s Bob’s death benefit, and when does the term end?
Term Life Policy · Haven Life
Extracted from an uploaded PDF
COVERAGE
$500,000
PREMIUM
$75/mo
INSURED
Bob Johnson
IN FORCE THROUGH
Nov 2044
Meeting agenda · Bob & Sally
OVERDUE
Sally sign life insurance docs
due 3/27
Send quotes to BC Brokerage
due 4/6
1. INSURANCE · HIGHEST URGENCY
Bob life insurance ($1.3M) · quotes due 5/2
No disability coverage on file for either spouse
+ 4 more sections
Meeting prep
Prepare for meetings.
Ask Dora to review recent changes, open tasks, documents, planning gaps, and priorities, then draft an agenda and talking points for the conversation.
Client Guides
Generate Guides on the fly.
Ask Dora to turn reviewed planning context into a client-ready Guide, explanation, summary, or section you can edit before sharing.
Draft a guide explaining Sally’s insurance change.
Sally’s Insurance Change
Draft
Prepared for Bob & Sally · edit before sharing
You’re adding $1.3M of term coverage. Here’s why that’s the number, what it costs, and what happens next.
Coverage vs. need
Today
$500k
Need
$1.3M
+ Sections, wording, and charts are editable before it ships
Turn Sally’s $1.3M insurance change into tasks.
Add 7 tasks
PENDING
Pull life insurance quotes ($1.3M)
Advisor
May 9
Present quotes and discuss options
Advisor
May 16
Select policy and complete application
Client
May 23
Complete paramedical exam
Client
May 30
Confirm policy in force and update plan
Advisor
Jul 4
+ 2 more tasks
Approve
Reject
Tasks
Create and assign tasks
Dora can turn anything on your list into clear tasks with due dates and assigned to the right person.
Built for trust
You stay in control of the work.
Dora can extract, draft, summarize, and suggest, but you decide what gets saved, assigned, or shared. Kerdora keeps calculations deterministic and client communication advisor-led.
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.
AI security
Rooted in security.
Kerdora operates with clear limits around data retention, model training, advisor approval, and core platform infrastructure.
Zero data retention
Kerdora operates under zero data retention agreements with AI model providers. Client information is processed only to complete the requested action and is not retained by the provider after processing.
No model training
Client information processed through Kerdora’s AI workflows is not used to train, improve, or fine-tune AI models. Our provider agreements prohibit use for model training or secondary purposes.
US-based infrastructure
Kerdora’s core platform infrastructure is hosted in the United States, with client planning data stored and processed in US-based systems.
SOC 2 underway
Kerdora completed its SOC 2 Type II observation period and is currently in the audit process.
Dora FAQ
Common questions about Dora.
See Dora in action.
See how Dora helps you extract client information, update the plan, find what needs attention, and turn advice into follow-through.
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