The data-entry walkthrough and the meeting-prep dashboard are now both reached through Office, not as two separate pages. Office > Plan Setup is the guided walkthrough that shows what data is missing and helps you fill it in. Office > Home is the read-only command center built for meeting prep and quick plan review.
Use Plan Setup when you are building or reviewing the plan. Use Home when you want the big-picture snapshot.
Where to find them
Open a client, then click Office in the left sidebar to expand it. Office has these sub-items:
Home
Plan Setup
Notes
Tasks
Click Plan Setup when you want the step-by-step planning walkthrough. Click Home when you want the dashboard.
Plan Setup walkthrough
Plan Setup walks through the pieces of data a complete client plan usually needs, section by section. Each section shows what is complete, what is missing, and what the next area to tackle is.
The walkthrough covers the same building blocks a plan needs.
Stage 1 — The facts
These sections capture the household's current state:
Household Members
Accounts & Balance Sheet
Investment Holdings
Income & Cash Flow
Insurance Policies
Stage 2 — The planning
These sections capture the planning assumptions, goals, and recommendations:
Goals & Objectives
Goal Account Assignments
Target Portfolios
Insurance Planning
Estate Planning
Stage 3 — Communicate
These sections help turn the plan into client-facing next steps:
Changes to be made
Tasks
Create your guide
The Create your guide step is where you control what the client sees in their portal. Each guide template is listed with two per-guide controls:
Star — sets that guide as the client's default, the one they land on when they open their portal. The starred guide shows "Client default guide"; click the star on any other guide to move the default.
Eye toggle — controls visibility. An open eye means the guide is visible to the client; toggle it to the crossed-out eye (EyeOff) to hide that guide from them.
So you can build several guides but only expose the ones this client should see, and pick which one opens first.
As you move through Plan Setup, Kerdora shows what is complete and points you to the next area that still needs attention.
Use Plan Setup when you are setting up a new client, reviewing a plan before a meeting, or trying to find gaps in the data.
Home dashboard
Home is the command center view. It is designed for meeting prep and quick review, not detailed data entry.
Home pulls together a pulse of where the client stands — net worth, income, spending, savings rate, and surplus — alongside quick-action tiles for your open observation, change, and task counts, each linking straight to that area. A dedicated Open Tasks card lists the tasks still on your plate. Dora prompts are right there too, so you can summarize the plan, see what changed, or prep a meeting agenda in one click.
Use Home when you want to quickly see where the client stands: what's been flagged, what changes are open, and what tasks are still pending.
When to use each view
Use Plan Setup when you are doing the work of completing the plan. It is best for onboarding, internal review, and making sure no major planning area has been skipped.
Use Home when you want the summary. It is best before a client meeting, during an internal review, or when you need to quickly understand what still needs attention.
Quick tip
For a new client, start in Office > Plan Setup. Once the plan is mostly filled in, use Office > Home as your meeting-prep command center.