Readers may be aware that in September 2017, I had released a robo advisory software template to plan from start to finish for retirement (early, normal, before and after), non-recurring financial goals (child education) and recurring financial goals (Holiday, appliances etc.). Here is the 3rd version of the template. Changes made in version 3 1:…
Continue reading →This is an update to the Freefincal Robo Advisory Software Template released in Sep. 2017. The robo template is free to use and can be used to create a “start-to-finish” money management solution for all age groups. In this first update, I have now added two features: 1: Many people have insurance policies with an investment…
Continue reading →The freefincal robo advisory software template released on Sep. 7th 2017 has had an enthusiastic response from readers. Thank you for your support. As always I look forward to your feedback and feature enhancement suggestions. In this post, I discuss some of the key features of the robo template. As of 29th June 2021, 567…
Continue reading →Get the freefincal robo advisory software template to plan from start to finish for retirement (early, normal, before and after), non-recurring financial goals (child education) and recurring financial goals (Holiday, appliances etc.). The template would help anyone from ages 18 to 80 to plan for their retirement, six other non-recurring financial goals and four other…
Continue reading →In this post, I discuss the basics of robo advice, its pros and cons for the benefit of the interested layman as a lead up to the launch of the freefincal robo advisory template next week. What is robo advisory? Suppose you wish to plan for your daughter’s college expenses 10 years from now and wish…
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