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Trust Automation

#SaaSForTrustees

Automate the complete cycle of your Trust Operation,
in an easy and safe way.

Ideas casos de uso de Budawho

Main Features
for Trust automation

Icono Configuración

General configuration

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  • Business Parameterization

  • User Management

  • User permissions by role

  • Accounting Configuration

  • Bulk data upload wizard

Icono estructuración de Negocios

Business Structuring

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  • Record & discharge  of Trusts

  • Record of Trust participants-KYC

  • Bank accounts registration

  • Record of Goods & Assets

  • Task Creation and Management

Icono Operación de negocios

Trust Operation

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  • Income and Expenses management

  • Task Management

  • Alerts and notifications

  • Document management

  • Accounting

Icono reportería

Accounting

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  • Interactive Reports

  • Custom queries and reports

  • Generation of:

    • Financial Statements

    • Balance Sheets

I want more information about 
SaaS For Trustees

What fiduciary businesses
can I automate with
SaaS For Trustees

Usuarios de negocios
Garantía

Guarantee
Trusts

Icono Administración

Administration & Payment Trusts

Icono Inmobiliario

Real Estate
Trusts

Icono Testamentarios

Testamentary
Trusts

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