Every new Kerdora account comes with a pre-built sample client called the Simpson Household. It's there so you can see what a fully populated client file looks like before you start building your own. Think of it as a demo you can click around in — it won't affect anything in your real account.
You'll find the Simpson Household on the Clients page when you first log in. Just click on it to open it up.
What You'll See Inside
The Simpson Household has data filled in across every section of Kerdora, so you can explore how everything connects. Here's what to look at:
Overview
This is where the client's Guide lives — the deliverable you'll eventually share with your own clients. In the sample client, the Guide is already built out so you can see what a finished product looks like. You can click through the different sections, see how information is displayed, and get a feel for how customizable Guides are.
Profile
The Profile tab is where all the client's raw data lives. It's organized into four sub-tabs:
Accounts — Investment accounts, retirement accounts, savings, real estate, and other assets, plus liabilities like mortgages and loans.
Cashflow — Income sources, expenses, savings rates, and debt payments.
Insurance — Life, disability, homeowners, auto, health, long-term care, and liability policies.
Household — The people in the household — adults, children, businesses, and trusts — along with their personal details.
Click into each sub-tab to see how data is organized. This is the same structure you'll use when entering data for your own clients.
Planning
The Planning tab is where you analyze the client's financial position. It has five sub-tabs:
Goals — The Retirement, Education, and Liquidity goal calculators. This is the most important planning feature in Kerdora. Spend some time here to see how the calculators work and what assumptions drive the results.
Investments — A breakdown of the client's portfolio by asset class, expense ratio, dividend yield, region, and sector.
Insurance — Calculators that show whether the client has enough life insurance, disability insurance, homeowners coverage, and liability coverage.
Taxes — A tax scenario builder where you can model the client's current-year tax situation.
Estate — A document completeness checklist that tracks whether the client has key estate planning documents in place.
Documents
The Documents tab shows any files that have been uploaded for the client. In the sample client, this gives you an idea of how documents are stored and organized after being uploaded through the Extractor.
What to Pay Attention To
The sample client is most useful for understanding three things:
How data flows into planning. The numbers you see on the Goals tab come from the data entered in the Profile tab. Understanding this connection is key to getting the most out of Kerdora.
What a finished Guide looks like. The Overview tab shows you the end product — what your clients will actually see when you share a Guide with them.
How Changes to Be Made work. Look for action items that have been identified throughout the plan. These are the recommendations you'll eventually create for your own clients.
Can I Edit the Sample Client?
Yes — the Simpson Household is fully editable. You can change numbers, add data, or delete things to see how the platform responds. It won't affect your real clients in any way. If you want to reset it, you can delete the Simpson Household and it will not be recreated — so if you want to keep it as a reference, it's best to leave it as-is and create a new client for experimenting.
Next Steps
Once you've explored the sample client and have a feel for how Kerdora works, the best next step is to add your own client. Go to the Clients page, click "Add new client", and start building a real client file using the Extractor.