Work - Vie-Legia Conseil
The compliance software of 184 wealth management firms
- Client
- Vie-Legia Conseil, wealth advisor compliance firm
- Role
- Sole developer of the platform
- Period
- 2019 → today · 7 years
- Team
- Solo, working directly with the client
- Format
- Long-term: product, maintenance, regulatory updates
Vie-Legia Conseil helps French wealth advisors (CGPs) stay compliant: onboarding document, client fact-find, engagement letter, suitability report. These documents follow regulation (IDD, MiFID II, SFDR), change with each firm’s professional association and carry its liability. Since 2019, Quub has designed and built the platform that produces them from the client file, with no re-typing.
The challenge
Produce, from a single client file, regulatory documents compliant with every status (CIF, IAS, IOBSP) and every association, and roll out each regulatory change without making firms re-enter anything.
The result
In production since 2019, the platform has followed every regulatory change with no downtime and no migration forced on the firms.
- of continuous development
- 7 years
- active firms over the last 12 months
- 184
- client files managed
- 1,950+
- regulatory document templates
- 396
“Depuis 2019, c’est Thomas qui construit notre plateforme, et c’est lui qui répond quand on l’appelle. Quand la réglementation change, les modèles suivent, et nos 184 cabinets n’ont rien à ressaisir. Pour un outil dont dépend la conformité de nos clients, c’est ce qui compte.”
Founder, Vie-Legia Conseil
What Quub delivered
Regulatory documents generated from the client file, tailored to each status (CIF, IAS, IOBSP) and each association (ANACOFI, CNCGP, CNCEF-CNCIF, Compagnie des CGP)
A complete client fact-find: individuals and companies, financial situation, knowledge and experience, risk profile, health and protection
Tooled suitability: versioned product sheets, client projects and suitability reports based on the validated fact-find
DocuSign e-signature and a regulatory document library, kept up to date for every firm
How it’s built
Client file
Fact-find, risk profile, projects, selected products
VLC platform
Next.js · Go API (Gin) · MongoDB · variable templates
Regulatory documents
Word → PDF, DocuSign signature, S3 storage
Tech stack
- Next.js, React, TypeScript
- Go backend (Gin)
- MongoDB
- Word document generation and PDF conversion (LibreOffice)
- DocuSign e-signature
- AWS S3 storage
FAQ
Can Quub build my firm’s business tool?
Yes. Quub builds custom business platforms, including in regulated trades like Vie-Legia Conseil’s. It all starts with a free scoping call.
What happens when regulation changes?
Documents rely on variable templates: a regulatory change becomes a template update, instantly available to every firm, with no client file to re-enter.
Got a regulated business tool to build? Let’s talk for 30 minutes, no strings attached.
Last updated: November 2026