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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
Add rich text lines anywhere in your proposals, orders, delivery notes and invoices (customers and suppliers). Printed at their position in the PDF, with no quantity or price, without changing the totals. Personal or shared predefined texts.
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Turn Dolibarr into a complete notary office platform: dashboard, notarial cases with a Kanban pipeline, parties, deeds, signatures, real estate, sales and acquisitions, mortgages, estates and heirs, donations, companies, powers of attorney, formalities, deadlines, appointments and agenda, fees, disbursements, document management, archives, automation engine and eighteen exportable reports.
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▶ Live online demoTry the full module with realistic demo data, no installation needed. Credentials: demo / demo |
📖 Free training manualDownload the complete step-by-step PDF manual, every feature explained with screenshots.
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More from DoliResourceDiscover all our professional, ready-to-use Dolibarr modules. |