When you open a client in Kerdora, everything about that client lives in one place: the client file. The left sidebar has four main sections, and the top-right corner has quick-access tools. Here's what each one does and when you'd use it.
The Sidebar
The sidebar on the left is your main navigation inside a client file. It has four sections:
Overview is where you build and manage what your client sees. It has two tabs:
Guides — the client-facing deliverables you create. This is where you add pages, drag in components, and build the document your client will actually read.
Changes to be made — action items you've identified for the client. These can be shared with the client on their portal or kept internal.
Profile is where all the client's raw data lives. It has four sub-tabs:
Accounts — investment accounts, bank accounts, retirement accounts, and other assets and liabilities. Each account holds individual holdings and balances.
Cashflow — income sources, savings, spending, and debt payments. This is where you capture the full picture of money in and money out.
Insurance — current insurance policies the client holds (life, disability, homeowners, auto, liability, health, long-term care). This is data entry for what they have, not planning analysis.
Household — adults, children, businesses, and trusts associated with the client. This is also where you manage portal invites for individual household members.
Planning is where you analyze the client's data and run calculations. It has five sub-tabs:
Goals — retirement, education, and liquidity goal calculators. This is where you assess whether the client is on track.
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. Unlike Profile > Insurance (which captures what they have), this tab calculates what they need.
Taxes — build and compare tax scenarios by adjusting income, filing status, deductions, and dependents.
Estate — a document completeness checklist tracking seven key estate planning documents and their status.
Documents 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. This feature is currently in beta.
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). These are standalone tools you can use anytime.
Notes (icon) — opens a notes panel for the client. Use this for internal notes that aren't part of the plan or Guide.
Tasks (icon) — opens the task list for this client. You can create, assign, and track action items here. A badge shows how many tasks are overdue.
Add Change (button) — a quick way to add a Change to be made without navigating to the Changes tab. Pick a category, type a description, and it's added.
When you're viewing the Guides section, you'll also see a Print icon that generates a printable version of the client's Guide.
Client Info Card
At the bottom of the sidebar, you'll see a card showing the client's household name, the household members (with their ages), and net worth. Click it to jump to Profile > Household.