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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.
Discover the Business Directory module! It allows you to search for a company within official registers—in France, Switzerland, or the United Kingdom—and create a prospect or primary contact without having to re-enter a single line of data.
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This document is the user manuel of "subscription contract"
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