No. 27of 34 ·Financial Planning Software

Kerdora

Name: Kerdora
Price: 3.5 USD

Web· paid plans from $3.50/mo

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Freedom report

One barScore 5.0

Free tierNo free tier
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Kerdora is ranked #27 of 34 in financial planning software on Freedom251. 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: No
Client portal: Yes

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The record

Product: Kerdora is financial planning software for advisors, with features for building, delivering, and maintaining client plans.
Intended clients: The company describes the product as planning software for the accumulation stage.
Planning areas: Its planning tools cover goals, spending, investments, taxes, insurance, and estate planning.
Data gathering: Advisors can populate plans using document extraction, account links, onboarding forms, or instructions to Dora.
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.
Account aggregation: Clients can link accounts at more than 12,000 institutions to keep balances, holdings, and transactions current for planning.
Dora AI: Dora can review client records, surface missing information and planning opportunities, update client details, and prepare for meetings.
Advisor review: Advisors can approve, edit, or reject AI-drafted work before it becomes part of a plan.
AI limitation: Dora works inside the advisor workflow and is not a client-facing chatbot.
Calculations: Kerdora says its planning calculations run on its own models rather than model-generated guesses.
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.
AI data handling: Kerdora says AI providers do not retain client data after processing or use it to train their models.
Data location: Kerdora says its core platform and client planning data are hosted, stored, and processed in US-based systems.
Company founder: Taylor Stewart, CFP®, is identified as Kerdora’s founder and a financial advisor.
Price from: $3.50/mo

Where it ranks on Freedom251

Best Financial Planning Software in 2026#27 of 34
Best Financial Advisor Software in 2026#24 of 31

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Sources

kerdora.com· checked 7 Oct 2026
kerdora.com/planning· checked 7 Oct 2026
kerdora.com/intake· checked 7 Oct 2026
kerdora.com/ai· checked 7 Oct 2026
kerdora.com/about-us· checked 7 Oct 2026