Kerdora
Roadmap
Feedback

Roadmap

Planned

Retirement Projections
Feature Requests
Keyboard response for dropdowns
Feature Requests
Wealthbox integration
Feature Requests

In Progress

Expand and enhance retirement calculator
Feature Requests
Equity Comp Module
Feature Requests
Mobile App
Feature Requests
Catch All for Personal Property / Collectables / Etc.
Feature Requests
Add additional accoun types to add
Feature Requests
Tax Calculator Enhancements
Feature Requests
Current / Proposed Goals
Feature Requests
SOC 2 Compliance
Feature Requests

Complete

Expanding AI features
Feature Requests
Add income sources widgit for guides
Feature Requests
Life Insurance not flowing through to the planning module
Bugs
PDF generator just spinning
Bugs
Account aggregation blocked
Bugs
Task List Cleanup
Feature Requests
A miscellaneous option for "where is my income going?"
Feature Requests
Please include "non-binary" or blank option for contact sex
Bugs
Default the "Total Spending" to zero the surplus/deficit number
Feature Requests
Expand and enhance estate planning module
Feature Requests
Can't scroll to bottom of details page without zooming way out.
Bugs
Screen shift
Feature Requests
Asset Mapping
Feature Requests
Life Insurance Policy Info
Feature Requests
CSV import of Altruist holdings
Feature Requests
Debt Payoff Goal and Calculator
Feature Requests
Tracking Employer Contributions to Savings
Feature Requests
Improve Goals calculators
Feature Requests
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
Powered by Canny