Kerdora is an advice delivery and implementation platform that gives financial advisors one place to collect and organize client information, build financial plans, deliver advice, and track implementation.

The platform brings together account aggregation, document extraction, spending tracking, a client portal, customizable drag-and-drop deliverables, follow-up tasks, and Dora, Kerdora’s AI planning agent for updating plans, extracting details, surfacing insights, and turning recommendations into client tasks.

Kerdora is built around a simple belief: clients should leave planning conversations understanding their financial life and knowing what to do next.

Kerdora

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Kerdora

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