A Guide is the main deliverable you build and share with clients in Kerdora. It's a customizable, client-facing page where you pull together everything that matters for a client — their financial snapshot, planning insights, and action items — into one place they can actually read and understand.
You'll find Guides under Overview in the client sidebar. That's where you build them, customize them, and control what clients see.
What Guides Are For
Most advisors use Guides as the thing they deliver after a planning engagement or annual review. Instead of handing a client a 40-page PDF they'll never read, you build a Guide that gives them the context to understand their financial life and tells them what to do next.
A Guide can include:
A summary of their goals and whether they're on track
Their investment portfolio breakdown
Insurance coverage gaps
Changes to be made (action items)
Custom text, notes, and context you write yourself
Guides are designed to be shared — they're what clients see when they log into the Client Portal. You decide which Guides are visible to the client and which ones stay internal.
Where Guides Live
Inside any client, click Overview in the sidebar. You'll see two tabs:
Guides — where you create and manage the client's Guides
Changes to be made — where you manage action items (these can also appear inside a Guide)
Each Guide is its own page. You can create multiple Guides per client — for example, one for an initial plan and another for an annual review.
How You Build a Guide
Guides are built using the Overview Editor. When you open a Guide, you'll see a page where you can drag and drop embeddable components — pre-built blocks that pull live data from the client's plan.
There are 27 embeddable components available, including:
Goal summaries — retirement, education, and liquidity results
Account and investment tables — holdings, asset allocation, expense ratios
Insurance calculators — life, disability, homeowners, liability coverage gaps
Changes to be made — action items organized by category
Cash flow and spending breakdowns
Estate planning checklists
Custom text blocks — for your own notes, context, and recommendations
You pick the components that matter for each client, arrange them how you want, and add your own commentary. Every Guide can be different.
When to Use a Guide
Here are the most common scenarios:
Initial financial plan — After onboarding a client and running through the planning modules, build a Guide that summarizes their current situation and recommended next steps.
Annual review — Create a new Guide (or update an existing one) to show what's changed and what still needs attention.
Focused topic — Build a Guide around a specific area like insurance coverage or retirement readiness for a targeted conversation.
Guides and the Client Portal
When a client logs into the Client Portal, Guides are the primary thing they see. You control visibility — you can have a Guide fully built out on your end without the client seeing it until you're ready.
This makes Guides the center of your client communication in Kerdora. It's where planning turns into something the client can actually use.
If you're just getting started, try building a Guide for the Sample Client first to see how the components work before creating one for a real client.