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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.
Spreads freight, customs and other shipment costs over product cost and weighted average price, even across several suppliers.
Generic coding library used by Code42 plugins : * Asset Management * Contrat Plus