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 five sections when viewing a client:
Overview is where you build and deliver what your client sees. It has four sub-tabs (more on those below).
Checklist is a walk-through of every data-entry area for the client, with two modes. Use Data Entry mode to step through the client's file from top to bottom and make sure nothing's missing. Use Dashboard mode for an at-a-glance summary of completeness, so you can see where the gaps are before a meeting.
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. 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.
Household — adults, children, businesses, and trusts associated with the client. Also where you manage portal invites for individual 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. 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. Profile > Insurance 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 [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.
The Overview Sub-Tabs
Inside Overview you'll see four sub-tabs across the top:
Guides — the client-facing deliverables you build. Add pages, drag in components, and assemble the document your client will actually read.
Changes to be made — the full list of action items you've identified. These can be shared with the client or kept internal.
Observations — auto-detected flags based on the client's data (things like insurance gaps, beneficiary issues, or upcoming reminders). Advisor-only, so the client never sees this tab.
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 Tab
You can get to Household either way:
Click Profile in the sidebar, then the Household sub-tab.
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 the Changes tab. Pick a category, type a description, done.
When you're viewing the Guides sub-tab, you'll also see a Print icon that generates a printable version of the client's Guide.