Kerdora

C tier on Financial Planning SoftwareScore 6.0 · #26 of 34

Android app: Not listed
Free plan: No
Paid plans from: $3.50/mo
Runs on: Web

kerdora.com

Summary

Kerdora is ranked #26 of 34 in financial planning software on Everything Xiaomi. It runs on Web. There is no free plan. Paid plans start at $3.50/mo.

Kerdora plans and pricing

All plans

Additional account aggregation $3.50/mo per month beyond 10 included households Extra household kerdora.com · 7 Oct 2026

Kerdora platform $199/mo Billed monthly All Kerdora planning tools · Dora AI · Account aggregation for 10 households kerdora.com · 7 Oct 2026

Compared on financial planning software

Free plan: Nokerdora.com
Client portal: Yeskerdora.com

Facts

Product: Kerdora is financial planning software for advisors, with features for building, delivering, and maintaining client plans.kerdora.com · 7 Oct 2026
Intended clients: The company describes the product as planning software for the accumulation stage.kerdora.com · 7 Oct 2026
Planning areas: Its planning tools cover goals, spending, investments, taxes, insurance, and estate planning.kerdora.com · 7 Oct 2026
Data gathering: Advisors can populate plans using document extraction, account links, onboarding forms, or instructions to Dora.kerdora.com · 7 Oct 2026
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.kerdora.com · 7 Oct 2026
Account aggregation: Clients can link accounts at more than 12,000 institutions to keep balances, holdings, and transactions current for planning.kerdora.com · 7 Oct 2026
Dora AI: Dora can review client records, surface missing information and planning opportunities, update client details, and prepare for meetings.kerdora.com · 7 Oct 2026
Advisor review: Advisors can approve, edit, or reject AI-drafted work before it becomes part of a plan.kerdora.com · 7 Oct 2026
AI limitation: Dora works inside the advisor workflow and is not a client-facing chatbot.kerdora.com · 7 Oct 2026
Calculations: Kerdora says its planning calculations run on its own models rather than model-generated guesses.kerdora.com · 7 Oct 2026
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.kerdora.com · 7 Oct 2026
AI data handling: Kerdora says AI providers do not retain client data after processing or use it to train their models.kerdora.com · 7 Oct 2026
Data location: Kerdora says its core platform and client planning data are hosted, stored, and processed in US-based systems.kerdora.com · 7 Oct 2026
Company founder: Taylor Stewart, CFP®, is identified as Kerdora’s founder and a financial advisor.kerdora.com · 7 Oct 2026