Every client deserves a financial view built for them
Personalized dashboards that show each client exactly what matters — with live data, built-in action plans, and professional print output
A dashboard is something you glance at.
A Guide has a job.
Most planning software gives every client the same view — a generic dashboard they glance at or a 40-page report that collects dust. Your clients deserve something better. Something that meets them where they are, shows them what matters, and tells them what to do next.
That's what a Guide does.
Choose from over 20 components
Net worth, cash flow, goal tracking, investments, insurance, estate planning, balance sheet metrics, action items, and custom content blocks. Pick what's relevant — leave out what isn't.
Create multiple Guides to communicate exactly how you need to
Clients see their Guide live in Kerdora — a clean, curated view that updates in real time as their plan changes. When it's time for a meeting, print a branded PDF with your logo, their data, and a full action plan attached.
Build faster with a little AI help
Describe the guide you need and our AI will build it for you. Already have one? Ask it to rearrange, refine, or rethink what you've got.
Build once, personalize per client
Create reusable templates that reflect your planning process. Then layer client-specific tweaks on top — add, remove, or reorder sections without touching the base template. One template can serve dozens of clients. Each one sees something built for them.
Share it — on screen or in print
Clients see their Guide live in Kerdora — a clean, curated view that updates in real time as their plan changes. When it's time for a meeting, print a branded PDF with your logo, their data, and a full action plan attached.
Action plans built in
Every Guide includes a "Changes to be made" tab — a categorized checklist of next steps your clients can see right alongside their financial data.
Live data, always current
Update an account balance or add a goal — the Guide reflects it immediately. No manual refresh, no stale reports. Your clients always see the latest picture.
Whitelabeled to your firm
Your logo, your colors, your disclosures. Every Guide — on screen and in print — looks like it came from your firm, because it did.
"This is the most useful software I've used in my 30-year career."
Nate Clark
Envision Retirement Solutions
