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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.
Fully customizable PDF template for Dolibarr 24 proposals: logo, colors, margins, columns and address blocks, no code needed. Cover and presentation pages before the proposal, terms and PDF appendices merged with a continuous footer, barcodes and QR codes, online signature by the customer on the right page.