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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.
One single PDF delivery note for several shipments of the same customer, signed only once.
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The monitoring module for Dolibarr is the monitoring solution for all of your internal and external users who use your Dolibarr IT platform: Modules, Configuration, all traceability operations linked to additions, modifications and deletion of your Dolibarr data.
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