Feature Requests

Projection of retirement income

categorize and track spending in a new tab. Link accounts or import transactions

This will allow for more granular variable control and partial retirements.

Upload a csv of holdings from all clients in Altruist and update all of your clients in Kerdora.

Ability for clients to link their accounts

Hide, reorder, and add custom objects (text boxes, metrics, images) to the overview page

Send onboarding form to gather initial client information.

Create a portal that clients can access to view their plan and update their information