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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.
Whole-document discounts and charges on proposals, orders and invoices — order-size, loyalty and member discounts, delivery fees and levies — plus an early payment discount and late payment fees.
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Automatic translate your products & services database into other languages thanks to deepL (or other to become)
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This module allow you to translate in one clic your product card into target languages thanks to DeepL (or other) service !