Introducing Guides: Present Financial Plans the Way Your Clients Deserve to See Them

You don't give every client the same advice. You shouldn't present it the same way either.

Until now, most financial planning tools showed all of them the same dashboard. Guides changes that.

Customizable Components

Over 20 dashboard components are available, including net worth, cash flow, goal tracking, investments, insurance, and estate planning. Advisors select only relevant sections for each client household.

Template System

• Create reusable templates reflecting your planning methodology

• Duplicate existing templates in seconds

• Layer client-specific customizations while preserving base templates

• An orange "(Client)" tag indicates personalized modifications

Client Experience

Clients see:

• Clean dropdown navigation between assigned guides

• Live, updated financial data

• A dedicated "Changes to be made" tab

• Layout organized specifically for their situation

Time-Saving Design

The editor features drag-and-drop functionality, searchable component palettes, and bulk visibility management. Setup takes minutes rather than hours.

Professional Output

Guides generate branded PDFs including firm logo, client information, all guide content, action items, and advisor disclosures. Ready for meetings or follow-up communication.

The feature is now available to all Kerdora users. The help center provides detailed component documentation.