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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.
Hide the descriptions of a document's lines to show a compact list, then edit quantities, prices, discounts, VAT or labels directly in that list and save everything with one click. Delete several lines at once. For your customer and supplier documents.
c868d20191001180621
Analyze and control your activity! The module offers you various operational dashboards allowing to have a global and instantaneous vision of your activity. The module allows you to analyze and control your business with more than 50 dedicated indicators, in different sectors of the company such as prospecting, sales, billing / accounting, .... All in a contemporary and ergonomic style!
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| ➦ Editor : Inovea Conseil ➦ Version : auto ➦ Compatibility : Dolibarr - |
➦ Languages : FR EN ![]() |
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