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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.
Access invoices, quotes and customer folders from your everyday file explorer. DoliDisk brings Dolibarr into your daily workflow on Mac, Windows and Linux, while respecting each user’s permissions.
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Module version: auto
Publisher/Licence: Philippe GRAND / GPL-v3
User interface language: English
Help/Support: / Mail to contact@atoo-net.com
Prerequisites:
Install (For Dolibarr v9+):
Install (For Dolibarr v8-):