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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.
Digitalizza la carta con la fotocamera del telefono o con il tuo scanner e salvala in PDF nella scheda Documenti di qualsiasi anagrafica di Dolibarr. Ritaglio automatico, pagine vuote, divisione in documenti e testo ricercabile.
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This module allows you to quickly add products to your quotes, orders and invoices using a powerful search engine.
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What the module does :
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Who are we?At ATM Consulting, we have been experts in the Dolibarr ERP/CRM for over 10 years. As a Dolibarr Preferred Partner, we are recognized for our expertise in developing custom modules and ERP/CRM integration. |
CONTACT USDo you need help? Installation, configuration, training, our engineers are here to help you! Is your module showing a technical anomaly? Are you encountering a problem? Our technical team will analyze your request. |