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Solaria - Wealth Management for Financial Advisors

mp25328d20261007132840

Nuovo

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 €
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  • Autore VANKENHOVE FINANCE
  • Versione modulo 1.0.2
  • Rilascio data 07/10/2026
  • Accesso agli aggiornamenti e ai download 1 anno
  • Come contattare l'assistenza marc@vankenhovefinance.com
  • Compatibilità Dolibarr V19 - V24   -   PHP7.4 - 8.3
  • Ultimo aggiornamento 12/10/2026 08.50

Maggiori informazioni...

# 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