Expert services, deeply integrated
Delivered by local experts, in the same system your team uses. See every task and access your data, without the wait.
The best of both worlds
You run what matters most to your firm, we handle the rest. One platform, full transparency, no black boxes.
Keep what matters, outsource the rest
Whether it's investor relationships or fund accounting, keep the functions that define your edge in-house. We handle the rest.
Specialists handle the complex
Offload high-effort workflows like distribution calculations, registry transactions, or investor servicing to our team. Your team stays focused on what they do best.
Scale without headcount bloat
Add funds, investors, and AUM without expanding your team. You grow, we absorb the operational load.
One platform where the data, the agents that act on it and the experts who run the funds all work together.
Delivered by local experts, in the same system your team uses. See every task and access your data, without the wait.
If you have questions, we have answers
Co-source means you retain day-to-day control of key activities while partnering with Caruso (or a Caruso-enabled admin) for specialist processes or technology. It blends internal control with external efficiency. Read our full article about what co-sourcing is.
Funds often keep investor-facing activity in-house and co-source the complex parts of fund accounting and registry operations. This typically includes NAV calculations, registry maintenance, AML/KYC processing, and back-office automation, while the manager retains oversight and key decisions.
You keep ownership of investor and fund data. Caruso provides role-based access and dashboards so your team retains visibility and can extract data or reports at any time.
Yes. Caruso works with you to design which functions you keep in-house and which are partnered — with clear SLAs, responsibilities and workflows to ensure a smooth hand-off.
By Caruso's own specialists in each market you operate in, in your business hours. Never offshored, never subcontracted.
Save time. Impress investors. Grow AUM.
