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 component to it – endowment, money back, ulip etc. If they wish to hold onto it, then they can now enter it as a “sum they will receive close to the goal deadline”. This was possible for retirement in version 1. Now I have extended it other financial goals.