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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.
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This theme means shimmering and ideal for the management of the hair salon and the aerobics room or just a perfume, original and dynamic will be your work companion.
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Module version: 1.0.x
Publisher/Licence: Farouk Younsi / AGPL
User interface language: French / English
Help/Support: pharouky@gmail.com
Prerequisites:
Install: