Feature Requests

See your messages with clients and be able to send directly inside Kerdora

Integration with https://www.slant.app/ to sync household information, tasks, notes, and account information.

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