Templates are how you build the view your clients see. You design the layout once, and it applies to every client. The data fills in automatically.
Why this matters
Consistency is part of the client experience. When every client gets a guide that's structured the same way, with your brand, your components, your layout, it reinforces that you have a process. They're not getting a random collection of charts. They're getting your financial plan, presented your way.
It also saves time. Building a one-off guide for every client doesn't scale. Templates let you design it once and reuse it. When you want to change something (add a component, reorder sections, update a title), you change the template and it updates across your entire book.
How I think about it
I usually start with one of the built-in Kerdora templates and customize it. The overview template covers most of what I need for an annual review. For more specific conversations (just retirement, just insurance), I build focused templates with only the relevant components.
The best part is you can create multiple templates for different situations. A prospect meeting template that highlights net worth and goals. An annual review template with the full picture. A quick-check template with just goal progress and tasks. Build them once, switch between them in seconds.
How it works in Kerdora
Go to the guide editor (the icon in the upper right corner of the app) and either create a new template or copy an existing one.
From there, everything is drag-and-drop. You can:
Add components from the right panel (net worth, goals, investments, insurance, estate, cash flow, tasks, changes, and more)
Remove components with the trash icon
Rename section headers by double-clicking
Customize what each component shows using the gear icon (toggle columns, filter by status, pick which metrics appear)
Rearrange by dragging
Kerdora also has an AI template generator that can help you build guides or add specific components. Access it from the header of the guide editor.