Build a financial product fee calculator in excel

I run financial advice boutique in Sydney, Australia. We have clients invested in managed fund platforms. Typically they own around 10-12 different managed funds in their account. The (web-based) fee calculator provided by the platform service does not meet our needs. We need an excel based calculator that determines the investment and admin fees a client is paying for the selection of managed funds they hold. We also require the ability to model/project any (fee) changes to those positions/investments...i.e. if they "switch" from a selection of funds to another fund/s. This calculator is the foundation for part of a larger "advice automation" project, so there may be more work to follow if we are happy with the initial output. We have all the fee, product/fund data in excel/CSV format, we just need something built that efficiently does the calculations and has flexibility to make changes.

Skills: Accounting, Excel, Excel Macros, Excel VBA, Finance

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About the Employer:
( 0 reviews ) Australia

Project ID: #15985519

15 freelancers are bidding on average $450 for this job


High quality, complete and user friendly excel workbook for use with a variety of audiences. The scope of this document shall be decided between the employer and I.

$741 AUD in 15 days
(239 Reviews)

Hi, my name is Sevinc. I read your "Build a financial product fee calculator in excel" project descriptions carefully before bidding. I checked your requirements as well... I got what you need and ready to go ahead a More

$500 AUD in 10 days
(229 Reviews)

Hello, I am an excel expert and have completed more than 200 projects in excel. I have also done lot of calculators in excel. I am also a chartered accountant so having a good knowledge of finance, mutual funds etc. More

$398 AUD in 7 days
(123 Reviews)

Hi, I'm sure I can help you to build the XL calc you need. I have built many similar XL app. For a start, it would be good to tell me the url of the web based version and describe what you eventually need. I can buil More

$300 AUD in 7 days
(176 Reviews)

Hello, I am Excel expert and VBA Developer with financial knowledge, I will be glad to provide for you desirable fee calculation system, If interested, just let me know Thanks P.S. Calculator will match your design br More

$500 AUD in 10 days
(149 Reviews)

Hi there, I have excellent experience in preparing automated financial tools in excel and can do this job with perfection. I recommend you to try my service once. Regards

$450 AUD in 8 days
(118 Reviews)

Hi, I am highly qualified for this project and I created some similar projects. I am a professional financial and a guru in Excel and VBA. I create creative and sophisticated financial & statistic models in a simplifie More

$750 AUD in 10 days
(49 Reviews)

hello there, I am Excel expect, and I can do it easily. I have also Excel VBA experience, I can do it easily

$300 AUD in 3 days
(62 Reviews)

Hello, my name is Andrés. First of all, thank you for considering my bid. I am an industrial engineer with more than four years of experience in the simulation, process improvement and data analysis fields. Within this More

$400 AUD in 7 days
(50 Reviews)

Hello. I will build a fee calculator in excel please let me know more details. I am expert excel VBA macro etc> Waiting for your reply. Thank you

$441 AUD in 10 days
(143 Reviews)

Hi there, Your project looks very interesting and I'd love to explore the specific requirements in more details to see if I would make a good fit. I have over 15 years of corporate experience working in Excel creati More

$475 AUD in 10 days
(58 Reviews)

Greetings! I am a Finance Specialist with advanced skills in Excel and automation. We are created many automated sheets and complex model for the institutional clients. We are keen to help you here. Look forward to More

$500 AUD in 10 days
(56 Reviews)

Hi, I would like to work for you. I will provide highly credible and well-researched financial model with my senior level experience. You may validate my profile which is also certified as “Preferred Freelancer” wi More

$300 AUD in 7 days
(53 Reviews)

Qualified and Certified Chartered Accountant with experience. I have done lots of assignments for Students. I also have written Accounting and Finance paper. Please consider my bid and allow me to start work on it. Tha More

$441 AUD in 10 days
(20 Reviews)

Hi, Do you have your own calculation...??? I am an excel expert. But I have no idea about product fee. So if you have your own manual calculation, I can help you to set it in excel. I hope we'll discuss further, Thanks

$250 AUD in 7 days
(30 Reviews)