Kerdora review
A broad planning workspace for advisers who want AI assistance and client delivery tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Kerdora pros and cons
- 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
Kerdora fact sheet, pricing and score →
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