Case study
My Baussant Conseil
Internal software automating the drafting of mandatory regulatory reports for an investment advisory firm.
Development of internal software to simplify the drafting process of mandatory written reports (investment strategies, suitability statements, and investment strategy updates)
Features Client questionnaire for risk profiling with scoring and a unique URL per client. Team interface for generating mandatory written reports. Retrieval of data from risk questionnaires, selection of products, contracts, and investment funds, configuration of contract parameters (fees, options, clauses, etc.). Generation of PDF files (risk questionnaires and written reports).
Team Design and development Marie D’Huyvetter, Audrey Belliot, Valentin Ducrettet
What the client says
Audrey and Marie accompanied us in creating an application allowing us to automate the creation of our written reports. We now save valuable time! Listening to needs and professionalism: we are particularly satisfied with their support.
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