The Caruso MCP server lets your team ask ChatGPT, Claude or Microsoft 365 Copilot about your funds and get answers from your live Caruso data. Connections are read only, limited to each person's role, and KYC data is only included if you grant it.

The Caruso MCP server lets your team ask ChatGPT, Claude or Microsoft 365 Copilot about your funds and get answers from your live Caruso data. Connections are read only, limited to each person's role, and KYC data is only included if you grant it.

Two new dashboards show the size of your book and the work behind it, and the refreshed Automations page shows your Background Agents at work. The release also improves distribution statements, reports, capital raises and KYC.

Two new dashboards show the size of your book and the work behind it, and the refreshed Automations page shows your Background Agents at work. The release also improves distribution statements, reports, capital raises and KYC.

Checklists are now in Caruso, on the records they check. AI agents do the first pass, ticking everything the data confirms, so your team is left with only the calls that need human judgement and the sign off.

Checklists are now in Caruso, on the records they check. AI agents do the first pass, ticking everything the data confirms, so your team is left with only the calls that need human judgement and the sign off.

The new Capital Raise Status dashboard puts expressed against converted for any capital raise on one screen, ready to download as a PDF. Search covers eleven record types from the Manager Console's top bar, and unit classes now hold all six categories of fees and costs.

The new Capital Raise Status dashboard puts expressed against converted for any capital raise on one screen, ready to download as a PDF. Search covers eleven record types from the Manager Console's top bar, and unit classes now hold all six categories of fees and costs.

Caruso now supports the full adviser lifecycle, from onboarding and applications to fee configuration and bulk payments. Teams can also preview investor emails and statements before sending, and the Fund Admin Agent gains reusable prompts and formatted Excel reports.

Caruso now supports the full adviser lifecycle, from onboarding and applications to fee configuration and bulk payments. Teams can also preview investor emails and statements before sending, and the Fund Admin Agent gains reusable prompts and formatted Excel reports.

Caruso now tracks expressions of interest against any contact, showing interest expressed, converted and remaining, and linking each EOI through to its applications. The activity feed also moves out of individual records into one view across every contact and investing entity.

Caruso now tracks expressions of interest against any contact, showing interest expressed, converted and remaining, and linking each EOI through to its applications. The activity feed also moves out of individual records into one view across every contact and investing entity.

Managers can now write their own email footers, with the required disclosures locked underneath, and every person at an adviser firm carries the role they perform.

Managers can now write their own email footers, with the required disclosures locked underneath, and every person at an adviser firm carries the role they perform.

Caruso's Background Agents watch for events inside your fund and respond under plain-language rules your team controls. Routine checks run automatically and consistently, judgement calls are surfaced to your team, and every run is fully auditable.

Caruso's Background Agents watch for events inside your fund and respond under plain-language rules your team controls. Routine checks run automatically and consistently, judgement calls are surfaced to your team, and every run is fully auditable.

Caruso's latest release gives fund managers self-service control over statement footer wording and a deliberate, auditable reinvestment price for distributions, alongside workflow improvements across distributions, reporting and the investor portal.

Caruso's latest release gives fund managers self-service control over statement footer wording and a deliberate, auditable reinvestment price for distributions, alongside workflow improvements across distributions, reporting and the investor portal.