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 Download Update: Robo advisory Template – Version 3 →

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 Update: Download Version 2 of the Freefincal Robo Advisory Software Template →

The freefincal robo advisory software template released on Sep. 7th 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. These features are hidden in the free version … Continue reading Key features of the freefincal robo advisory software template →

Download 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 is free for personal and commercial use, but the user cannot modify the internal settings that decide the asset allocation based … Continue reading Download the Freefincal Robo Advisory Software Template →