Data & Client Setup
By Taylor1 author19 articles
- Using Upload & Extract for Client Data
- Reviewing and Applying Extracted Assumptions
- Overview: How Client Data Works in Kerdora
- Files Supported by Upload & Extract
- Setting Up a New Client: Step-by-Step Workflow
- Manually Entering Client Data
- Using the Client Onboarding Flow
- Cash Flow: Income, Savings, Spending, Debt Payments, and Giving
- Client Settings: Notes, Objective, Tax State, and Filing Status
- Client-Level Tasks: Creating and Managing Action Items
- Account Types in Kerdora
- The Documents Tab: Uploading and Organizing Client Files
- Managing Household Members, Businesses, and Trusts
- Notes in Kerdora: Internal vs Client-Visible
- Giving: Tracking Charitable Contributions
- Importing Holdings from Altruist
- Entering Social Security in Kerdora
- How Profile Cash Flow Affects Goals and Retirement
- Enter Retirement Savings, Employer Match, and Contribution Limits