Kerdora
Kerdora: A broad planning workspace for advisers who want AI assistance and client delivery tools. Ranked #25 of 34 in Financial Planning Software by our editors (6.9/10); pricing: 14-day trial; best for advisers wanting AI-assisted holistic planning.
At a glance
- Editor score6.9 / 10
- Pricing14-day trial
- Best forAdvisers wanting AI-assisted holistic planning
- Free planNo
- Paid from$199/mo
- Scenario analysisYes
- Facts checked20 Sep 2026
Where it wins
- Covers cash flow, goals, investments, tax, and insurance analysis
- Includes client onboarding, portal delivery, Guides, and PDF exports
- Dora AI adds AI-assisted planning features to the adviser workspace
Where it doesn't
- Starts at $199 per month with no perpetual free plan
- The listed platform is web-only
- The listed integration is limited to Array
Our verdict on Kerdora
Kerdora is financial planning software for financial advisers and registered investment advisers serving clients in the United States. It brings client onboarding, document intake, account aggregation, custodian import, spending analysis, cash-flow modeling, goal and funding analysis, investment allocation analysis, tax planning, insurance coverage-gap analysis, estate planning, client deliverables, and a client portal into one workspace. Advisers can also use customizable Guides, visualizations, PDF exports, and advisor-controlled client access.
Pricing is straightforward but positioned for professional use. The Kerdora platform costs $199 per month and includes all Kerdora planning tools, Dora AI, and account aggregation for 10 households. A 14-day free trial is available. The published plan combines the core planning functions rather than separating them across multiple paid tiers, so advisers evaluating the product should weigh the full monthly cost against their need for a broad planning workflow and AI-assisted features. There is no perpetual free plan.
Kerdora’s main strength is breadth within holistic planning: it connects data gathering and aggregation with cash flow, goals, investments, taxes, insurance, client-facing Guides, PDF exports, and portal delivery. Its deterministic planning calculations and AI-assisted planning features support different parts of the adviser workflow, while advisor-controlled visibility provides a defined way to share information with clients. The tradeoff is ecosystem breadth: the listed integration is Array, and the product is available on the web. Kerdora should suit advisers seeking a consolidated, AI-assisted planning workspace; advisers prioritizing a wider integration ecosystem or a lower-cost entry point should consider alternatives.
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Kerdora pricing
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Kerdora fact sheet
| Free plan | No |
|---|---|
| Paid from | $199/mo |
| Cash-flow modeling | Yes |
| Goal planning | Yes |
| Tax planning | Yes |
| Scenario analysis | Yes |
| Insurance planning | Yes |
| Investment planning | Yes |
| Client portal | Yes |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Integrations | 1 integrations: Array |
| Pricing | 14-day trial (source) |
| Website | kerdora.com |
| Facts checked | 20 Sep 2026 |
Kerdora integrations
Kerdora lists 1 integrations on its own site.
- Array
Alternatives to Kerdora
- RightCapitalA broad advisor platform spanning planning, analysis, collaboration, and client access.9.4
- eMoney AdvisorA broad planning suite for advisory firms that need client collaboration and analysis.9.3
- MoneyGuideA broad planning suite for advisors managing goals, retirement, tax, insurance, and investment scenarios.9.2
See all Kerdora alternatives →
Also Ranked In
Kerdora is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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