Client Management

Centralize, organize, and control all your client information from a single platform. Budawho allows you to create complete profiles, link clients to different businesses, and manage their participation across trusts, funds, and investment structures.

Explore Our Plans

Core Features

Comprehensive Client Profiles

Register both individuals and legal entities.
Store identification, legal, and financial documents securely.

Centralized Data Hub

Access a unified view of clients across all managed businesses.
Avoid duplication and fragmented records.

Patrimonial Ownership Tracking

Record and manage ownership percentages for each client in every business or portfolio.
Automated calculations for proportional distributions.

Roles and Responsibilities

Define the role of each client: settlor, beneficiary, investor, shareholder, or stakeholder.

Document Repository

Secure storage of client contracts, IDs, compliance certificates, and more.

Budawho

Key Benefits

Streamlined client management with a single source of truth

Reduced administrative errors and duplication

Full transparency of client participation and roles

Improved decision-making with accurate and consolidated data