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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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Turn Dolibarr into a complete notary office platform: dashboard, notarial cases with a Kanban pipeline, parties, deeds, signatures, real estate, sales and acquisitions, mortgages, estates and heirs, donations, companies, powers of attorney, formalities, deadlines, appointments and agenda, fees, disbursements, document management, archives, automation engine and eighteen exportable reports.
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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. |