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SaaS for Trustees is a SaaS Platform, that allows you to manage your Business Operation easily and effectively.
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Secure Platform
High security levels in the access and handling of information.
Cloud Solution
Infrastructure to manage your Business with high security levels.
Easy to use
Designed to control your operation, from any device.
SaaS for Trustees allows you to manage several of financial business types
Trusts
Funds
Portfolios
Asset Management
Wealth Management
Family Offices
Buddy
AI Assistant
Buddy provides real-time advice to users, speeding up the resolution of doubts and optimizing the management of financial operations.
Transactions
and Accounting
Complete recording of income and expenses, as well as automatic accounting of transactions.
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Customizable
Dynamic Reports
Creation of customizable reports per user, highly functional to report to Regulatory Entities.
Task Planning
and Reminders
Record of tasks and activities, view the calendar and status of each scheduled task, and set up reminders.
Interactive Dashboard:
achieving a complete visualization of your business.
Each user has a dashboard that contains business indicators, task calendar and other interactive features.
Create and configure
new business easily.
Simple and intuitive process to create and setup new businesses in budawho, according to your needs.
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