Guides are client-facing plan deliverables that combine current Kerdora data, analysis, recommendations, Tasks, Changes, and advisor explanation in one structured page. Advisors work with a household's Guides under Guides; clients see only the Guides made visible to them under Overview in the portal.
What a Guide does
A Guide turns planning work into a client-ready story. It can include the household's financial objective, net worth, Goals, retirement outlook, cash flow, investments, insurance, Taxes, estate information, Changes, Tasks, notes, and custom text or images.
Data-driven components use current saved plan data. When a balance, Goal, policy, or other source record changes, the component reflects the new value. Review the Guide after a material plan change because Kerdora does not rewrite your surrounding explanation.
Templates and client Guides
Practice templates are reusable Guide layouts. Use one when several clients should receive the same structure. Changes to the template flow to clients assigned that template.
Client Guides belong to one household. Use one for a one-off layout, client-specific explanation, or a Guide Dora built for that household. Editing a client Guide does not change the practice template it may have started from.
Build or edit a Guide
Open a client and select Guides.
Use the Guide selector to open the Guide you want to review.
Select Edit guide.
Add and arrange components, then use Open settings to choose each component's scope, labels, fields, or presentation.
Choose Save for this client only to create a standalone client Guide, Save guide to update an existing client Guide, or an eligible template save action when the layout should be reusable.
Return to display mode and verify the result.
Practice templates are created and edited under Templates → Guides. The page heading is Guide Templates, and changes in the practice Template editor save automatically.
How do I enable a Guide for one client?
Open the client and select Guides.
Open the Guide selector at the top.
Find the Guide the client should receive.
Select Show [Guide name] to the client.
If it should open first, select Make [Guide name] the client default.
Confirm the row now offers Hide [Guide name] from the client and, when applicable, shows Client default.
The changes save immediately. Setting a Guide as the default also makes it visible. Hiding the current default through this one-client selector clears that default.
The client's Plan Setup Guide step also shows the one-client visibility and default controls. It includes links to view the client's Guide, edit the current template when available, or browse templates.
How do I assign a Guide template to several clients?
Select Templates in the main advisor navigation.
On Guides, find the template.
Select Assign, or Manage when assignments already exist.
Under Existing clients, select the households that should receive it.
Under Future clients, select Automatically include for new clients when appropriate.
Select Save assignments.
Assignment makes the template visible. It does not choose a household's default landing Guide; set that in the client's Guide selector.
What clients can see and do
Clients can switch among their visible Guides. In Guide content they can mark a visible Change complete. A Task shown in a Guide is read-only; clients create, edit, complete, reopen, or delete their own client-assigned Tasks from My Tasks.
Clients cannot edit the Guide layout, add components, change advisor planning assumptions, or see hidden Guides. They do not receive the advisor's full Financials, Planning, Visualize, Template editor, or Dora workspaces.
Guides versus Visualize
Visualize is a separate advisor workspace with ready-made views for exploring relationships across a plan. Use Visualize to investigate and explain. Use Guides to assemble and deliver the selected story to a client.
Can a Guide show monthly amounts?
Supported financial components can switch between monthly and annual presentation with the Mo and Yr control. The control changes presentation, not the saved source amounts or frequencies.
Final review
Read the Guide from top to bottom as the client. Confirm the title, names, dates, dollar amounts, scenarios, Goal scope, component headings, Changes, Tasks, and explanatory text. Then confirm the Guide is visible and, when appropriate, the Client default.