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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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Manage talent inside Dolibarr: talent records, skill matrix of required against acquired, recruitment and onboarding, objectives, evaluation campaigns and feedback, potential and nine box, career and development plans, training, engagement, talent risks and reporting.
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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. |