Guides workspace
Every client deserves to be communicated with the way they need.
Guides are live, personalized planning outputs in Kerdora. You can build from reusable templates, choose the planning components each client needs, include action items, and share the guidance in the portal or as a branded PDF.
Live client Guides
Reusable templates
A dashboard is something clients glance at. A Guide has a job.
Most planning software gives every client the same generic dashboard or a long report that collects dust. Guides meet clients where they are, show the planning details that matter, and make the next action easier to understand.
Flexible design
40+ components you can arrange around the advice.
Choose the sections that matter for the client in front of you: net worth, cash flow, goals, investments, insurance, taxes, estate planning, action items, and custom content. Put them in the order that makes the advice easiest to understand.
Drag and drop · Custom sections · Live plan data · PDF exports
A Guide for each conversation
Create multiple Guides for the conversations you actually have.
Build a retirement Guide, tax planning Guide, insurance review, annual review, or one-off client explanation without rebuilding from scratch. Start from a template, tailor the sections, and keep each output focused on what this client needs to hear.
Reusable templates · Client-specific views · Portal sharing · Branded PDFs
AI assembly
Build faster with AI that still waits for your approval.
Describe the Guide you need and Kerdora can draft the structure, pull in relevant plan context, and suggest sections to include. You review, edit, and decide what becomes client-facing guidance.
Draft structure · Pull plan context · Suggest sections · You approve
Templates that scale
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.
Drag and drop · Custom components · White-label · PDF exports
Guide components
Build a Guide for whatever the conversation calls for.
Choose the sections this client needs, start from repeatable templates, and turn the planning conversation into client-ready guidance.
Choose only the sections this client needs.
Pull in net worth, cash flow, goals, insurance, taxes, estate planning, action items, or custom content without forcing every client through the same report.
Start from your firm’s repeatable meeting formats.
Build once, then add, remove, or reorder sections for the client in front of you without rebuilding the whole output.
Keep the Guide current as the plan changes.
When accounts, goals, or assumptions change, the Guide can reflect the latest picture instead of freezing advice inside an old report.
Turn recommendations into clear next steps.
Carry the changes to be made directly inside the Guide so clients leave knowing what actually needs to happen after the meeting.
Draft the structure faster, then review it.
Describe the Guide you need and Kerdora can help build, rearrange, or refine the structure before anything goes in front of the client.
Make every Guide feel like it came from your firm.
Your logo, colors, disclosures, and planning voice stay attached to the guidance clients receive in the portal or as a PDF.
Advisor-built
Built from real planning conversations.
Kerdora started inside an advisory firm, where good advice still needed to be delivered clearly. Guides are designed to help advisors turn planning work into something clients can review, understand, and act on.
“The output should make our advice easier to follow, not just prettier to look at.”
Taylor Stewart, CFP®
Founder, Kerdora
“This is the most useful software I’ve used in my 30-year career.”
Nate Clark, Envision Retirement Solutions
See Kerdora Guides in action.
Walk through how Guides help you turn planning work into live, client-ready guidance that can be reviewed in the portal or printed for the meeting.
Schedule demo