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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.
Floating stopwatch on tickets, project tasks, interventions and third-party cards — one click saves time as an intervention line or task time.
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The module includes a payment receipt document model for member subscriptions
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Module version: auto
Publisher/Licence: abbes Bahfir / GPL-v3
User interface language: English,French,Spanish
Help/Support: contact@01consulting.eu
Demo: 01consulting.eu/demo
Prerequisites:
Install :