When you open a client in Kerdora, everything about that client lives in one place: the client file. The left sidebar is your main navigation, and the top-right corner has quick-access tools. Here's what each section does and when you'd use it.
The Sidebar
The sidebar on the left has these sections when viewing a client. Click a section to expand its sub-items right beneath it.
Office is your advisor-only command center. Its sub-items are Home (a pulse of where the client stands plus open observations, changes, and tasks), Plan Setup (the guided walkthrough for building out the plan), Notes, and Tasks. Clients never see Office.
Profile is where all the client's raw data lives. Its sub-items are:
Household — adults, children, businesses, and trusts associated with the client. Also where you manage portal invites for individual members.
Accounts — investment accounts, bank accounts, retirement accounts, and other assets and liabilities. Each account holds individual holdings and balances.
Cash Flow — income sources, savings, spending, and debt payments. The full picture of money in and money out.
Insurance — current policies the client holds (life, disability, homeowners, auto, liability, health, long-term care). This is data entry for what they have, not planning analysis.
Documents [Beta] is where you upload and organize files for the client. You can also run the Extractor from here to pull data from uploaded documents into the client's profile. Clients can upload files too, but they can't run the Extractor. Still in Beta.
Planning is where you analyze the client's data and run calculations. Its sub-items are:
Goals — retirement, education, and liquidity goal calculators. Assess whether the client is on track.
Spending [Beta] — transactions, categories, groups, tags, and rules for the client's spending.
Investments — portfolio analysis showing asset allocation, expense ratios, dividend yields, sector exposure, and region breakdowns across all accounts.
Insurance — calculators for life, disability, homeowners, and liability coverage. Profile > Insurance captures what they have; this calculates what they need.
Taxes [Beta] — build and compare tax scenarios by adjusting income, filing status, deductions, and dependents.
Estate — a document completeness checklist tracking key estate planning documents and their status.
Business — planning for business-owner clients.
Changes — the full list of action items you've identified for the client. These can be shared with the client or kept internal.
Guides is where you build and deliver what your client sees. It's the advisor-side builder for the client's deliverable (the client portal still calls their view "Overview"). More on Guides below.
Dora is the AI assistant. Open it from the sidebar to ask questions about the plan, summarize a client, or draft content.
Inside Guides
Guides is where you assemble the client-facing document. Add pages, drag in components, and build what your client will actually read. From Guides you can also open Visualize — a set of visual views of the client's financial picture. Switch between Goals, Ownership, Account Type, Tax Status, Cash Flow, Time Horizon, and Timeline to see the same data through different lenses. Useful for meetings when you want to show a chart instead of a spreadsheet.
Two Ways to Reach the Household Page
You can get to Household either way:
Click Profile in the sidebar, then Household.
Click the household name card at the bottom-left of the sidebar (the one showing names, ages, and net worth).
Both land you in the same place.
Top-Right Tools
The top-right corner of the screen has a set of quick-access buttons that stay visible no matter which section you're in:
Calculator (icon) — opens a dropdown with five built-in calculators: Versatile, Time Value of Money, Annuity Rate of Return, Equivalent Yield (Annuity), and Equivalent Yield (Life Insurance). Standalone tools you can use anytime.
Notes (icon) — a notes panel for the client. Use it for internal notes that aren't part of the plan or Guide.
Tasks (icon) — the task list for this client. Create, assign, and track action items. A badge shows how many tasks are overdue.
Add Change (button) — a quick way to add a Change to be made without navigating to Planning > Changes. Pick a category, type a description, done.
When you're viewing Guides, you'll also see a Print icon that generates a printable version of the client's Guide.