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.
Full control. Modern tools. Lean operations.
Run fund operations your way with industry-leading cloud software. Add Caruso services if and when you need them.
Modern software, no legacy pain
Run onboarding, compliance, registry, and CRM on the same platform used by 950+ funds. Institutional-grade tools without the cost or complexity of outdated systems.
Full control of your operations
Own your workflows, timelines, and investor experience. Adapt processes as your funds evolve without waiting on third parties.
A partner that scales with you
Keep operations lean by adding Caruso services where you need them. Offload complexity without rebuilding your systems or losing visibility.
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
Caruso automates repetitive admin tasks (registry updates, distributions, investor statements), reduces error-prone manual processes and provides a modern investor portal and reporting tools so your in-house team can operate more efficiently.
Yes. Caruso is designed to be the single source of truth for unit registry and transaction records, with secure document storage, versioning and exportable audit trails.
Caruso provides implementation support, data migration tooling and training for in-house teams so historical records and ongoing processing move across smoothly with minimal disruption.
Caruso supports enterprise security practices, role-based access and can integrate with your IT stack. Implementation teams work to align with your security and compliance requirements.
Caruso's own team in your market, Australia, New Zealand or the US, in your business hours. You can add co-sourced or outsourced services without changing platforms.
Save time. Impress investors. Grow AUM.
