We've made some improvements to the platform.

Individual goals page

Each goal now has full dedicated page. You can:

1. View and change accounts assigned and calculator inputs
2. View the investment allocation, dividend yield, and expense ratio of accounts assigned*
3. Add a brief description of the goal that will appear on the overview page.

*For accounts that are split between goals, investment allocation is pro-rated.

Document extractor instructions

We've added the ability to give the document extractor additional instructions. You can do this:

1. When first extracting information
2. After an initial extraction. If something is missing or incorrect, click the "Give further instructions" button to provide additional instruction and re-extract.

Adding context will drastically improve the extractors accuracy. If uploading multiple documents or a document that is slightly ambiguous, give instructions like you would to an intern.

Goal description appears on Overview page

Goal descriptions now appear on the overview page making the summary view more clear and valuable to your clients.

Filter investments by goal on investments page

You can filter investment accounts by goal. This will change accounts and charts shown in the Investments tab to reflect accounts assigned to each individual goal.

For accounts that are split between goals, investment allocation is pro-rated.

Document type editable in vault

Investment account filters display on overview

If you change the accounts selected on the Investments tab, the asset class card on the Overview page will match your account selection. Note this is only for accounts and not filtering by goals.

We've made some improvements to the platform.

Get info on individual holdings

Click on an individual ticker in the Investments tab to get additional information and data on that holding

Save progress on new client onboarding form

When filling in a new client onboarding form, you can now leave the form and return to where you were.

Tax calculator updated with 2026 numbers

Filter Changes to be Made by Status

Choose whether to show All / Not Completed / Completed. Your selection will be reflected on the printed pdf.

Toggle "Where is my income going?" between monthly / annual amounts

Your selection will be reflected on the printed pdf.

You can now invite clients to their own portal and send them a form to upload documents and input their information.

Client Portal

Clients can:

• view their financial plan
• view, complete, and create tasks
• upload and view documents
• edit account, cashflow, and insurance information

Onboarding Form

You can also send new and existing clients a form to complete to help populate their profile.

The form is very easy to pre-fill. Any information in the client profile will populate in the form that is sent to your client.

Clients can also upload documents directly into the form. You can choose whether you want information to be extracted in front of them or not.

Public Invite Link

You can also create a link that you can use on your website, emails, QR codes, etc., that allow clients and prospects to create an account in Kerdora.

We've made a number of improvements to our document extractor:

1. Reliably handles multiple documents (up to ~15 documents)*
2. Choose whether to extract now or later.
3. Choose whether to include the document extractor in the client onboarding form.

*Exact number of documents will depend on the length and complexity of the documents. Standard documents like investment statements and bank accounts should be handled fine. Longer or less clear documents like estate plans, chat transcripts, certain policy documents, etc. may require you to extract in smaller batches.

We're excited to share that Kerdora has been added to the Kitces Tech Map.

You can check out our profile on the Tech Map here (the details are still pretty light 😆)

We have begun the observation period for SOC 2 Type II testing. The observation period began January 12th, 2026. It is scheduled to end on April 12th, 2026.

We expect to receive our official SOC 2 report 7-10 business days after the end of the observation period.

We have also launched our Trust Center where you can track our progress and request access to our security documents.

If your compliance department has a questionnaire that you need completed, please reach out to us at info@kerdora.com

You can now upload documents and extract information to populate a client file.

This can be used to create new clients or update existing clients.

Fields you can update:

• Household members (Names, birthdays)
• Accounts (Type, Subtype, Owner, Balance)
• Cash Flow (Income, Savings, Debt Payments, Spending)
• Investment Holdings (Ticker symbol, Quantity)
• Insurance policy info

Types of documents you can upload

• Documents and statements
• Chat transcripts (e.g., from Notetakers)
• Screenshots
• PicturesDocuments and statements
• Chat transcripts (e.g., from Notetakers)
• Screenshots
• Pictures

Two ways to access the document extractor

1. Creating a new client
2. Documents tab in the left side panel of a client file

We've released our Investments module with live investment data.

You can now:

• add individual holdings to a portfolio
• view portfolio statistics
• value of holdings will update with market pricing at the end of the day
• filter accounts shown

For portfolio analysis, you can view:

• Expense ratio
• Dividend yield
• Asset class allocation
• Market cap allocation
• Tax status
• Regional allocation
• Sector allocation