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Augustin FerriereAF

Augustin Ferriere

Custom financial tools developer

€350/day
Toulouse, FR
0-2 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Augustin

How many hours a month do you spend patching up a spreadsheet that never really worked?

A file that crashes just before a meeting. A calculation that was wrong and discovered too late. An hour lost reformatting a report for a client. You know the drill.
I am a practicing wealth management advisor, and I develop custom web tools. I'm on both sides of the fence: I know your job from the inside, and I know how to code it. You'll never have to explain to me what an entry fee, a VAVC, an SRRI, or the Dietz method is.
Specifically, here's what that changes. Today, you start with a contract excerpt and a few columns of numbers, which you retype by hand, with the risk of error and the makeshift image it projects to the client. Tomorrow, you click, and you get a clean PDF report, ready for the meeting, in ten seconds.

What I build:

- Financial simulators and calculators (rental yield, annuity, capitalization)
- Client reporting and balance sheet tools with automatic PDF export
- Product comparators (contracts, funds, allocations)
- Dashboards and internal tools for firms
- Lightweight web applications that run locally, without your client data going anywhere

Stack: React, TypeScript, modern dataviz, PDF generation. Clean, documented code, designed for client data confidentiality, a non-negotiable point in our profession.

The simplest way: describe your need to me, and I'll tell you how we can tackle it together.
  • French

    Native or bilingual

Can work on-site
Toulouse (up to 50km)

Experience

  • EI Augustin FERRIERE
    Wealth Management Advisor
    BANKING AND INSURANCE
    September 2025 - Today (11 months)
    Toulouse, France
    Assisting individuals and professionals in structuring, optimizing, and valuing their assets. Advice on life insurance, PER (retirement savings plan), asset allocation, retirement planning, and transmission strategies.

    Conducting comprehensive wealth analyses, preparing balance sheets, and providing investment recommendations tailored to each client's objectives and risk profile. Monitoring contracts and their performance over time, with personalized support and clear, educational reporting at each stage.
    Consulting and Audit Banking and Insurance Financial Analysis Personalized Support

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