Introducing Guides: Present Financial Plans the Way Your Clients Deserve to See Them

You don't give every client the same advice. You shouldn't present it the same way either.

A young couple focused on paying off debt needs to see their cash flow and savings progress front and center. A pre-retiree wants to see insurance coverage, asset runway, and estate planning status. A high-net-worth client reviewing their portfolio wants investment breakdowns and tax allocation.

Until now, most financial planning tools showed all of them the same dashboard. Guides changes that.

What Guides Is

Guides are customizable dashboard templates that let you design a different financial view for every client household. You choose which components to include, arrange them in the order that fits the conversation, and control what each client can see — all without building something new from scratch every time.

The result: when your client logs in or sits down in a meeting, they see a clean, curated view of their financial picture — not a generic overview with sections that don't apply to them.

Tailor the View to Every Client's Situation

Over 20 components are available, covering the full planning spectrum — net worth, income and cash flow, goal tracking, investments, insurance, estate planning, balance sheet metrics, tasks, and action items. But the point isn't to show all of them. It's to show the right ones.

A few examples of how this plays out:

• A client focused on retirement readiness sees goal progress filtered to retirement only, their investment strategy table, asset runway by goal, and income metrics — with a custom text block summarizing your recommended next steps
• A young family in accumulation mode sees cash flow breakdown, savings progress, debt payments, and a goals list they can edit — with estate planning and insurance hidden until it's time for that conversation
• A client preparing for an annual review sees the full balance sheet, net worth summary, all metrics, and a "Changes to be made" checklist so you can walk through everything together

You're not just organizing data. You're shaping how each client experiences their plan.

Build Once, Personalize Without Starting Over

This is where Guides saves you real time:

• Create reusable templates that reflect your planning methodology — one for new clients, one for retirement-focused households, one for annual reviews
• Duplicate any template (including the built-in Kerdora default) to spin up a variation in seconds
• Layer per-client tweaks on top of any template — add, remove, or reorder sections, override titles and settings, then click "Save for this client only." The base template stays untouched for everyone else.
• An orange (Client) tag shows wherever a client's view has been customized, so you always know what's been adjusted
• Template fields let you define reusable content blocks — disclaimers, personal notes, team bios, photos — where each client gets their own version with a shared default as the starting point

One template can serve dozens of clients. Each one sees something built for them.

A Better Experience for Your Clients

From your client's perspective, Guides feels simple:

• A clean dropdown to switch between the guides you've made visible to them — no clutter, no irrelevant sections
• A "Changes to be made" tab right alongside their financial view, so they always know what actions are on deck
• Live data throughout — when you update an account balance or add a goal, the guide reflects it immediately. No manual refresh, no waiting.
• Everything is organized the way you intended — the layout, the order, the emphasis all match the conversation you're having with that client

When a client opens Kerdora, they should feel like the tool was built for them. Guides makes that possible.

Built to Stay Out of Your Way

Setting this up isn't a project. It's a few minutes:

• Drag-and-drop editor with a searchable component palette — find what you need, drag it onto the canvas, done
• Gear icon on each component opens its settings (filters, column toggles, display modes)
• Eye icon controls which templates each client sees — toggle individually or manage visibility in bulk
• New client defaults so every future household starts with the right templates already visible

Professional Output for Every Meeting

When you're ready to share, hit print:

• Your firm's logo
• Client name and ages
• All guide content in a print-optimized layout
• The full "Changes to be made" section
• Your advisor disclosures

A branded PDF, ready to hand across the table or attach to a follow-up — no PowerPoint, no formatting.

Start Building

Guides is available now for all Kerdora users. Open any client household, select the Guides tab, and start building your first template.

For a complete walkthrough of every component and setting, visit our help center guide. Not a Kerdora user yet? Book a demo to see how Guides can work for your practice.