Kerdora
Roadmap
Feedback

Boards

Feature Requests
24
Bugs
2

Roadmap

Planned

Keyboard response for dropdowns
Feature Requests
Wealthbox integration
Feature Requests

In Progress

Tracking Employer Contributions to Savings
Feature Requests
Current / Proposed Goals
Feature Requests
SOC 2 Compliance
Feature Requests

Complete

PDF download not working
Bugs
Account Aggregation
Feature Requests
Task Date Misalignment
Bugs
Information Extraction
Bugs
Allow "Shift + Return" activity in Changes to be made
Feature Requests
Customizable Overview Page
Feature Requests
Retirement age Bug
Bugs
Stock Prices Lagging
Bugs
CSV export of investment holdings
Feature Requests
Typing issue
Bugs
Stock Data
Bugs
Overview tab communication with Investments tab
Feature Requests
Allow custom text field to describe each goal
Feature Requests
Not able to assign accounts when on the "planing" page.
Bugs
Age Calculation
Feature Requests
Improve Document Extraction
Feature Requests
Onboarding Form
Feature Requests
Client Portal
Feature Requests
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
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