Kerdora
Roadmap
Feedback

Boards

Feature Requests
24
Bugs
1

Roadmap

Planned

Current / Proposed Goals
Feature Requests
Customize Overview Page
Feature Requests
Keyboard response for dropdowns
Feature Requests
Wealthbox integration
Feature Requests
Account Aggregation
Feature Requests

In Progress

Improve Document Extraction
Feature Requests
SOC 2 Compliance
Feature Requests
Onboarding Form
Feature Requests
Client Portal
Feature Requests

Complete

Printing to PDF "Not Available"
Bugs
Background text overlapping insurance calculator
Bugs
Drop down menu extends below the screen height
Bugs
Wrap text boxes on changes to be made
Bugs
Extract data from documents
Feature Requests
Document Vault
Feature Requests
Money Market Yield in Holdings view
Bugs
Ability to organize accounts
Feature Requests
Unable to edit the above the line deductions in tax planner
Bugs
Premium fequency in life insurance policy won't stick (see video)
Bugs
Tax Status selection for Annuity not working
Bugs
Live investment data not populating
Bugs
Add a Generic Notes Field for each account, cash flow, insurance, etc.
Feature Requests
Tax Distribution Graph on the Planning/Tax page
Feature Requests
Business Ownership as an Asset
Feature Requests
Disclosure on Reports
Feature Requests
Clicking Roadmap opens two tabs
Bugs
Adding task from Task overview (app.kerdora.com/tasks) preselects a household and cannot be changed.
Bugs
Goals text box on printed pdf has formatting issue
Bugs
Clicking task icon from client overview leads to error message
Bugs
Live investment data
Feature Requests
Rearrange the Accounts Page
Feature Requests
Powered by Canny