My Baussant Conseil
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