Kerdora
Roadmap
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Roadmap

Planned

Mobile App
Feature Requests
net worth tracker
Feature Requests
Retirement Distribution planning
Feature Requests
Connect Documents to Google Drive
Feature Requests

In Progress

Backdoor Roth IRA capabilities
Feature Requests
Sorting feature
Feature Requests
Wealthbox integration
Feature Requests
account names squished
Bugs
Equity Comp Module
Feature Requests
Catch All for Personal Property / Collectables / Etc.
Feature Requests
Add additional accoun types to add
Feature Requests
Current / Proposed Goals
Feature Requests

Complete

Text From Kerdora
Bugs
Retirement Funded 0%?
Bugs
insurance coverage not carrying to guides
Feature Requests
link to slant isn't working
Bugs
Tax scenario >> Pensions
Bugs
Time and Date stamp on Notes
Feature Requests
there are 4 different screens for insurance policies?
Feature Requests
Slant CRM integration
Feature Requests
CurrentClient integration
Feature Requests
Office "taxes box" appears incorrect
Bugs
Home Equity Balance vs Value
Bugs
Academy Retirement Module update
Bugs
add notes and tasks to initial client setup
Feature Requests
"other" goal within plan setup is not editable
Feature Requests
Portfolio holdings window cut off
Bugs
focus jump when adding an advisor note to an item
Bugs
Client Tax Report overstating gross household income
Bugs
Updating the "Target Portfolio" doesn't flow
Bugs
Difficult to figure out investment categorization
Feature Requests
Disability policy errors
Bugs
Plan cleanup - income missing an owner incorrect
Bugs
Double counting debt repayment.
Bugs
lower right help purple circle becomes unclickable
Bugs
life expectancy bug
Bugs
beneficiaries
Bugs
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