You've gathered the data, identified the changes, and worked through the planning modules. Now you need to show the client what it all means.

Guides are how you communicate the plan. They're customizable dashboards that pull live data from the client's profile and present it in a way that drives the conversation.

Different conversations need different views. A first meeting with a new prospect looks different from an annual review with a long-time client. A retirement-focused conversation needs different components than an insurance review. Guides let you build the right view for the right moment.

I think of guides like slide decks, except they're always current. When a client's balance changes or a goal gets updated, the guide reflects it immediately. You're never presenting stale data.

The other thing that matters is control over what the client sees. Some clients want the full picture (net worth, allocation, tax status, everything). Others get overwhelmed. Guides let you show exactly what's relevant and nothing more.

Kerdora comes with two built-in guides: a comprehensive overview and a changes-to-be-made view. You can use those as-is or build your own.

Templates power the customization. You create a template once (drag-and-drop components, arrange the layout, customize what's shown) and it applies across all your clients. There are 27+ components available: net worth, goal progress, investment allocation, insurance coverage, estate status, cash flow breakdowns, tasks, changes, and more.

You can also add text and images to guides. Template fields let you add reusable content (like your planning process graphic or a disclaimer) that updates everywhere when you change it once. Custom text and image blocks let you add client-specific content (like a screenshot from another tool or a personalized note).

Each article in this section goes deeper into how templates and template fields work.