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    This module allows you to create questionnaires in Dolibarr. This module can be used alone but can also be added to the Agefodd module. (It is integrated into the Agefodd 2025 version).

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New products

Solaria - Wealth Management for Financial Advisors

mp25328d20261007132840

New

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.

490.00 €
Excl. tax

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  • Author VANKENHOVE FINANCE
  • Module version 1.0.2
  • Release date 10/07/2026
  • Access to download and updates 1 year
  • How to contact support marc@vankenhovefinance.com
  • Compatibility Dolibarr V19 - V24   -   PHP7.4 - 8.3
  • Last update 10/12/2026 08:50 AM

More info...

# Solaria for Dolibarr

Solaria is a complete wealth management module designed for Financial Investment Advisors (CIF) and Wealth Management Advisors (CGP).

## Main Features

### Client Journey
- **Vertical Journey**: guided creation from the Entry Document to the Adequacy Report
- **Horizontal Journey**: resuming and completing an existing file

### Regulatory Documents
- Entry Document (DER)
- Investor Profile (PP / PM)
- Wealth Assessment (PP / PM)
- Engagement Letter
- Adequacy Report (PP / PM)

### Simulators
- Life Insurance
- PER (French Retirement Savings Plan)
- PEA / CTO (French Equity Savings Plan)
- IFI (French Real Estate Wealth Tax)
- PVI (French Real Estate Investment)
- Savings Accounts (Livret A, LDDS, LEP, Livret Jeune)

### Client Management
- **Client DMS**: electronic document management
- **AML-FT**: compliance and vigilance
- **AI Method**: assisted selection of wealth solutions
- **Management Report**: consolidated wealth summary

### Client Portal
- Secure access for your clients
- Documents, summaries, messaging

## Compliance

- Automatic detection of Politically Exposed Persons (PEP)
- AML-FT traceability
- Compliance with regulatory requirements

## Training Included

1-hour training session included with the module.

## Prerequisites

- Dolibarr 19.0.3+
- PHP 7.4+
- LibreOffice 7.0+
- MySQL 5.7+ / MariaDB 10.2+

See PREREQUIS.md included in the module for more details.

## Author

Marc Vankenhove Finance
www.vankenhovefinance.com
marc@vankenhovefinance.com




If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org