Help clients see how their financial life fits together.
Bring your advice to life with interactive canvases that make cash flow, account structures, and funding goals easier to explain.
Help clients see how their financial life fits together.
Bring your advice to life with interactive canvases that make cash flow, account structures, and funding goals easier to explain.
Help clients see how their financial life fits together.
Bring your advice to life with interactive canvases that make cash flow, account structures, and funding goals easier to explain.
A picture is worth a…..
Show where income actually goes.
Use Cash Flow Map to follow income into savings, taxes, spending, debt payments, and surplus. Expand each branch to explain the accounts and categories behind each number.
Show where income actually goes.
Use Cash Flow Map to follow income into savings, taxes, spending, debt payments, and surplus. Expand each branch to explain the accounts and categories behind each number.
Show where income actually goes.
Use Cash Flow Map to follow income into savings, taxes, spending, debt payments, and surplus. Expand each branch to explain the accounts and categories behind each number.
Connect income and account balances to each goal.
Use Goals Map to show which income funds each account, which accounts support each goal, and how balances and contributions move each goal forward.
Connect income and account balances to each goal.
Use Goals Map to show which income funds each account, which accounts support each goal, and how balances and contributions move each goal forward.
Connect income and account balances to each goal.
Use Goals Map to show which income funds each account, which accounts support each goal, and how balances and contributions move each goal forward.
Show clients what cash they can access first.
Use Liquidity Ladder to organize resources into five tiers: cash and savings, reserves, available investments, assets clients can borrow against, and protected assets such as retirement accounts.
Show clients what cash they can access first.
Use Liquidity Ladder to organize resources into five tiers: cash and savings, reserves, available investments, assets clients can borrow against, and protected assets such as retirement accounts.
Show clients what cash they can access first.
Use Liquidity Ladder to organize resources into five tiers: cash and savings, reserves, available investments, assets clients can borrow against, and protected assets such as retirement accounts.
Show who owns what and how accounts are structured.
Use Account Map to group accounts by owner, account type, or tax status. Expand each branch to see balances, ownership, and account details while keeping a household-level view.
Show who owns what and how accounts are structured.
Use Account Map to group accounts by owner, account type, or tax status. Expand each branch to see balances, ownership, and account details while keeping a household-level view.
Show who owns what and how accounts are structured.
Use Account Map to group accounts by owner, account type, or tax status. Expand each branch to see balances, ownership, and account details while keeping a household-level view.
Built for a live client conversation.
Live client data
Each canvas reflects information already stored in Kerdora.
Full-screen presentation
Present any canvas without surrounding navigation.
PDF printing
Give clients a clear copy after the conversation.