The client portal is where your client goes to understand their financial life.

That's the promise of Kerdora: "help me understand my financial life, and tell me what to do next." The portal is the client's side of that promise. It's a single place they can return to anytime, see everything in one view, and know exactly what they need to do.

Most clients interact with their advisor a few times a year. Between meetings, their financial picture lives in their head (or doesn't). The portal changes that. They can log in, see their accounts, check their investments, and review any tasks you've assigned. It keeps the plan alive between meetings.

It also creates accountability on both sides. When you assign a task like "send us your updated insurance dec page," it shows up in their portal. They can see it, mark it done, and you see the update on your end without a follow-up email. The plan stops being something that only exists during meetings.

Clients see four areas: Overview, Profile, Investments, and Documents. Everything is branded to your firm (your logo, your colors). Planning modules and advisor notes are hidden.

Tasks are the interactive piece. You can assign tasks to clients, and they can create their own, mark them complete, and set due dates. Everything syncs both ways.

You control access. Kerdora generates a unique signup link for each adult in the household. You can revoke access for a specific person without affecting the rest of the household.