Solaria - Wealth Management for Financial Advisors

# 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