Kerdora

Spec sheet

Product

Kerdora is financial planning software for advisors, with features for building, delivering, and maintaining client plans.Read 7 Oct 2026 · kerdora.com

Security

Kerdora says client data is encrypted in transit and at rest, and that its security, availability, and confidentiality controls have been independently audited under SOC 2 Type II.Read 7 Oct 2026 · kerdora.com

Headquarters

McKinney, Texas, United StatesRead 28 Sep 2026 · kerdora.com

Account aggregation

Clients can link accounts at more than 12,000 institutions to keep balances, holdings, and transactions current for planning.Read 7 Oct 2026 · kerdora.com

Advisor review

Advisors can approve, edit, or reject AI-drafted work before it becomes part of a plan.Read 7 Oct 2026 · kerdora.com

AI data handling

Kerdora says AI providers do not retain client data after processing or use it to train their models.Read 7 Oct 2026 · kerdora.com

AI limitation

Dora works inside the advisor workflow and is not a client-facing chatbot.Read 7 Oct 2026 · kerdora.com

Calculations

Kerdora says its planning calculations run on its own models rather than model-generated guesses.Read 7 Oct 2026 · kerdora.com

Company founder

Taylor Stewart, CFP®, is identified as Kerdora’s founder and a financial advisor.Read 7 Oct 2026 · kerdora.com

Data gathering

Advisors can populate plans using document extraction, account links, onboarding forms, or instructions to Dora.Read 7 Oct 2026 · kerdora.com

Data location

Kerdora says its core platform and client planning data are hosted, stored, and processed in US-based systems.Read 7 Oct 2026 · kerdora.com

Dora AI

Dora can review client records, surface missing information and planning opportunities, update client details, and prepare for meetings.Read 7 Oct 2026 · kerdora.com

File limit

Uploads can be PDFs, Excel files, CSVs, images, or plain text up to 50 MB per file; Word documents must be exported to PDF for extraction.Read 7 Oct 2026 · kerdora.com

Intended clients

The company describes the product as planning software for the accumulation stage.Read 7 Oct 2026 · kerdora.com

Planning areas

Its planning tools cover goals, spending, investments, taxes, insurance, and estate planning.Read 7 Oct 2026 · kerdora.com

Plans and prices

Every Kerdora plan and price →

Where Specifiction places it

• Financial Planning Software#20 of 347.5
• Financial Advisor Software#20 of 317.5