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Request your free account now! Request account *No credit card required FAQs About Subscription How do I choose? Customers have the opportunity to choose whichever Plan best meets their business needs and to make the purchase/subscription on the Budawho website. Annual subscription Payments for annual subscriptions are made in advance, and the amounts specified for each plan are calculated and paid for a full year. ​ No Credit Card needed The paid plans (Individual, Standard Trustee, Enterprise Trustee) have a 2-month (60 day) trial period. You do not need to register your credit card and can cancel at any time. No minimum time There is no minimum time you need to stay with us, and as a customer, you can cancel your subscription at any time, based on your subscription period (monthly or annual). Monthly subscription Payments for monthly subscriptions are made in advance, and the amounts specified for each plan are calculated and paid for a full month. ​

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Automate your business today! #SaaSForTrustees SaaS Platform designed for Trustees, Fund Managers, Family Offices, Asset & Wealth Managers, to manage their operations, including Back Office and Front Office. #SaaSForTrustees Request Demo SaaS for Trustees is a SaaS Platform, that allows you to manage your Business Operation easily and effectively. 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. 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.

Trust Automation #SaaSForTrustees Automate the complete cycle of your Trust Operation, in an easy and safe way. Request Demo Main Features for Trust automation General configuration ​ Business Parameterization User Management User permissions by role Accounting Configuration Bulk data upload wizard Business Structuring ​ Record & discharge of Trusts Record of Trust participants-KYC Bank accounts registration Record of Goods & Assets Task Creation and Management Trust Operation ​​ Income and Expenses management Task Management Alerts and notifications Document management Accounting Accounting ​​ Interactive Reports Custom queries and reports Generation of: Financial Statements Balance Sheets I want more information about SaaS For Trustees Contact Us! What fiduciary businesses can I automate with SaaS For Trustees Guarantee Trusts Administration & Payment Trusts Real Estate Trusts Testamentary Trusts