Guides are built from embeddable components — individual blocks you drag into the page to display client data, planning insights, or custom content. There are 27 components available, and you can mix and match them to build exactly the Guide your client needs.
To add a component, click the + button in the Guide editor and choose from the list. Some components can be added more than once (like Goal Progress or Changes), and many have settings you can configure after adding them.
Here's everything you can add.
Summary & Planning
These components give your client the big-picture view of where they stand.
Net Worth Summary — Displays net worth, total assets, and total liabilities at a glance.
Financial Objective — An editable text area where you write the client's overarching financial goal or mission statement.
Goals
Show clients how they're tracking toward their financial goals.
Overview Goals — A draggable list of the client's goals, useful for organizing and prioritizing.
Goal Progress — A table showing progress toward goals. You can filter by goal type (Retirement, Education, Liquidity, or Other), and you can add multiple Goal Progress components to a single Guide if you want to break them out separately.
Where Is My Money Being Used For? — Shows goal-based allocation boxes that map assets to purposes. You can configure which allocation categories to show (Liquid, Retirement, Education, Home, Other, Total).
Cash Flow
Help clients understand where their money is going.
Where Is My Income Going? — A cash flow breakdown showing income, savings, debt payments, burn rate, taxes, and surplus or deficit. You can show or hide specific fields.
Cash Flow Sankey — A visual Sankey diagram that traces income as it flows into savings, taxes, debt payments, and expenses. Great for clients who are visual learners.
Savings — Shows savings contributions broken out by account.
Debt Payments — Shows the debt payment schedule by liability.
What Cash Do I Have Access To? — A liquidity breakdown organized by how accessible the money is (e.g., immediately available vs. harder to reach).
Balance Sheet & Investments
Show clients what they own, what they owe, and how their money is invested.
Balance Sheet — A detailed view of everything the client owns and owes.
Balance Sheet (Simple) — A simplified version that shows category totals instead of individual accounts. Good for clients who want the summary without the line-item detail.
How Am I Investing? — A table of investment accounts with configurable columns. You can choose which columns to display: Account, Balance, Purpose, Type, Tax Status, Time Horizon, Institution, Savings, Dividend Yield, and Expense Ratio.
Where Is My Money Invested? — A chart showing asset allocation breakdown across the portfolio.
Tax Allocation — A chart showing how investments are split across Taxable, Tax-Deferred, and Tax-Free accounts.
Asset Runway — Shows how long the client's assets could support them. You can configure it to display by goal or by account type.
Income Metrics — Key ratios at a glance: savings rate, debt rate, housing ratio, marginal tax rate, and effective tax rate. You can show or hide individual metrics.
Balance Sheet Metrics — Additional financial ratios: net worth excluding primary home, net worth excluding student loans, cash net of credit cards, and total debt ratio. You can show or hide individual metrics.
Protection
Give clients a snapshot of their insurance and estate planning status.
Insurance Coverage — An overview of the client's insurance protection across policy types.
Estate Overview — Shows the status of estate planning documents (completed, in process, needs review, etc.).
Action Items & Changes
Keep clients focused on what needs to happen next.
Tasks — Displays action items and reminders. You can filter by status (all, completed, or not completed) and by assignee (all, advisor, or client).
Changes — Shows Changes to Be Made grouped by category. You can filter by status and choose which categories to include. You can add multiple Changes components to a single Guide if you want to split them across sections.
Custom Content
Add your own text and images to personalize the Guide.
Template Text — Pulls in a reusable text block from your Guide template. If you've set up template fields (text you want on every client's Guide), this is how you display them.
Template Image — Pulls in a reusable image from your Guide template. Works the same way as Template Text but for images.
Custom Text — A one-off text block for this specific client. Use this for personalized notes, explanations, or context that only applies to this client.
Custom Image — A one-off image block for this specific client. Use this for client-specific visuals, charts from outside Kerdora, or anything else you want to include.
Many components have a settings icon that appears when you hover over them in the editor. Click it to configure what data is shown, which columns or fields to include, or how to filter the results.
You can add the same component type more than once where it makes sense. For example, you might add two Goal Progress components — one filtered to Retirement and one to Education — so each section of the Guide focuses on a single topic.