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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.
A clearer daily workspace for customers, contacts, proposals, invoices and products. Light and dark modes, role-oriented layouts and mobile-friendly Focus lists. Email support and updates included for 12 months.
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The module provides the functions for sending invoices to the Chorus Pro platform. The module requires a subscription to be operational. This subscription is available by contacting Easya Solutions. Note : It's compatible with the multi-company module.
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Bannette allows you to quickly retrieve PDFs that you have uploaded to a customizable folder (Easya/Dolibarr EDM or online storage service), view them and link them as attachments to your business documents. |
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To work properly, the module requires installation and activation of the Advanced Dictionaries module available free of charge from the Dolistore. Click HERE to download it. |
LEARN MORE ABOUT THE MODULE
TECHNICAL INFORMATION
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Licence : GPL V3 |
AT OPENDSI'S
Free downloadable modules:
Free modules do not include corrective maintenance. Interventions can be carried out upon request, based on a quote, and billed according to time spent.
Paid modules: purchasing a module provides you, for one year, with:
but does not include:
INSTALLATION AND UPDATE
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Download the .zip archive of the module.
The module can then be activated ( Before installing or updating, please ensure that the module is officially compatible with your Dolibarr version. Find plenty of additional information by downloading our user guide! |