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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.
Restyle Dolibarr without replacing its theme. Six moods, every setting adjustable, a dark counterpart, and dashboard charts worth looking at.
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Model and display your organisation inside Dolibarr: companies, establishments, departments, services and teams, positions and functions with reporting lines, vacant positions, responsibilities, succession with readiness, mobility and promotions, reorganisation simulations and a full history of structural changes.
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▶ Live online demoTry the full module with realistic demo data, no installation needed. Credentials: demo / demo |
📖 Free training manualDownload the complete step-by-step PDF manual, every feature explained with screenshots.
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More from DoliResourceDiscover all our professional, ready-to-use Dolibarr modules. |