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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.
Automatically compute the commissions of your salespersons, sales managers, branch managers and external agents at sales order confirmation, customer invoice validation or customer payment. Commissions are grouped every month into commission worksheets, billed with a vendor bill and followed until payment.
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The module allows you to enter the staff score in the form of a daily, weekly and monthly timesheet and subsequently calculate the consumption on each task and project, the module is an essential element, useful for project managers and collaborators, it offers visibility on everyone's workload and allows better monitoring of the project.
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