Webapp Software

Serenisia Software

Presentation of the Serenisia software features I worked on in 2023, a software used by wealth management advisors (WMA). This set of features follows the production release of an MVP to offer increasingly innovative solutions and maximum user satisfaction.

Client

Fletesia

Product

Software

Duration

3 months

Year

2023

Project Context 🎯

Following the production delivery of the Serenisia MVP in February 2023, new features are enriching the solution to meet the expectations of future users and offer the highest level of service possible from Serenisia's market entry. The Fletesia teams decided to make a new investment to solidify and evolve the product in an impactful way.

Features

Simulator

Investment simulator feature based on a calculation method provided by Fletesia, download of the simulation performed in PDF format and ability to save performed simulations

Comparator

Implementation of a simulation comparator allowing comparison of simulation results of the same type and ability for the WMA to comment on the comparison through a text field, send it by email and download it as PDF.

Asset Aggregator

Implementation of an asset aggregator, allowing the WMA to centralize within a Dashboard:
- Client assets retrieved via the Linxo API
- Manually added assets for their client
Two levels of detail (data) for each asset imported from Linxo:
- Macro level (asset overview)
- Micro level (detailed asset composition)
Implementation of a verification script for Linxo asset SRRIs and comparison with the maximum SRRI defined for the Client File with an alert system if the asset SRRI is higher than the Client File SRRI
Import of aggregator data into the Wealth Information Collection, "Private Financial Assets" section