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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.
Customers or members pay in advance; TakePOS spends the balance at each visit until it runs out. Dolibarr accounting stays intact.
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Module version: 21.0.0 Free updates for 1 year for the same version, then 50% discount for the next version |
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Easily manage your real estate assets.
Handle properties, owners, tenants, rentals, expenses, rent receipts, and leases — all in one place.