Feature Requests

In the Retirement Planning tab, within the Adjust Spending section, it would be cool to have templates in place that you can add based on national average costs for things like long-term care events, pre-65 healthcare coverage, and post-65 Medicare costs. One time-consuming thing is having to add that spending for each individual client. Having pre-filled templates where we only need to change the toggles of when it starts and when it ends, and the inflation, would really simplify things.

I have found Dora exceptionally helpful in cleaning and analyzing all of my transaction data, as well as allowing me to import data from other apps. It would be helpful to have a restricted version of Dora enabled for the client, just for the spending tab, so that they can both clean up data imports and incorporate their exports from other tools, and ask dora questions about their spending.

It sounds silly, but honestly, this is the best feature of this app: whenever I click on something, this right-side menu pops up and (often) has all the information about the account that I need. it's just sometimes I find it to be slightly different or constricted for some reason or another. I would LOVE to just have all options available to me each time I click on any account (or savings or insurance) within the app. example: estate tab, clicking on the bene section only shows the bene menu. It would be great to have the whole menu, just in case I have to change something else about it while I'm thinking about it in that moment (rather than having to exit out of the estate plan and go elsewhere to fix something). Elsewhere in the financials balance sheet area, if I click on a checking or savings account, it shows the overview, goals, and documents tab. For retirement accounts, it also shows the portfolio and the estate. I get why the portfolio is not in checking and savings, but the estate tab should be within those accounts. Actually, now that I'm thinking about it, the portfolio menu should be available for checking and savings accounts to a certain extent, in that the time horizon for the usage of the account might be relevant. Another example, in the goals goal mapping section, all accounts only have the overview and documents tabs. (no portfolio, goals, or estate tabs). I think you probably implemented this to reduce complexity and attempt to make that menu more relevant to the specific screen you're on. However, I would say, from a user perspective, I would love to just become accustomed to what is available on that right side and always know that, if I click on an account, I can edit everything that I need to in that right-hand side menu. I know exactly where it is, rather than having to play a game of having an idea about an account and then having to click on it, figure out that the tab that I'm looking to change is not available, and then search through the rest of the app to figure out where I can change it. I also assume, from a back-end maintenance perspective, this would be easier because you only have to manage the UI for one type of menu and then simply implement that everywhere (rather than having any sort of if-then conditionality). I can't find it now, but maybe it was in the plan setup, where the advisor notes were a different tab relative to the other notes being at the bottom of the first screen.

i believe the only place these two dropdown options exist are in the "profile" -> accounts -> by category. I have to dig and search for this everytime. Both dropdowns should be in the right pop-out menu whenever you click on an account throughout the app

Would love to have the ability to sort/group the investment accounts by owner.

with the new integration with slant, it would be helpful to integrate a "best practice" of splitting a task title and description. also task description to be rich text. right now having a URL link makes the task list look cluttered Dora today creates some tasks with great detail (which is needed to reduce client confusion), but it makes the task list look completely overwhelming when each task is 3-4 lines long with URLs throughout.

this will be considered full retirement distribution planning to enable more detailed retirement conversations

Add a sankey diagram option under the cash flow graph. I think the UI/UX would be: top: date range selection (date range, last year/month, last 30-60-90 days, this year, ytd, etc.) + filter and and search functionality you already have middle: select date aggregation monthly, quarterly, or yearly to summarize income, expenses, and net (same as graph today). The graph should show ~15 bars of data, regardless of whether you pick month, quarterly, or yearly. Right now it randomly bounces around between 12 months of monthly, only YTD for quarterly, and 5 years for yearly. ~15 bars should fit nicely and allow to see trends. especially in year-over-year changes in monthly and quarterly spend. bottom: toggle to chose between bar chart or sankey diagram. ENHANCEMENT: The bar chart/sankey should show all the data within the selected date range. only once a user selects one (or multiple) columns in the longitudinal date graph does it then filter down to that sub-date range). Right now it defaults to only being able to see one selected column of the longitudinal graph. So today, you can't say see all time spending for 10 years within the bar/sankey diagram. if bar chart: summarization toggle to be category, group, or merchant (same as today). if sankey diagram, would be great to see a toggle that allows for independent "layering" of category, group, merchant. i.e. you can select all 3 and the sankey would look like from left to right: "adp" income merchant "andrew salary" income group "wages" as income category "food & dinning" as expense category "groceries" as expense group "costco" as merchant clicking into any of the layers of the sankey would then take you to transactions view, similar to what you've already built. this way end users can be as granular as they'd like.

With Kerdora now linked to Slant, it would be nice to be able to enter clients' Social Security numbers in Kerdoraduring onboarding and have them map over to Slant.

I have a lot of clients who are doing backdoor Roth IRAs in the calendar year. When I enter a savings value for a Roth IRA for a client who is phased out of direct contributions to a Roth IRA, the system defaults to a $0 savings value for projections and cash flow planning. It'd be nice to have a toggle, maybe within the Roth IRA, labeled "Current Year Backdoor Roth." You can toggle that switch to let the system know this is after-tax money being put into the account and count it as savings for the year. As of now, the work realm suggests that money either has to be put into a traditional IRA as a savings goal or into a taxable account. Either way, both of those then throw off the tax allocation chart in the system.