Caruso has reworked the investor portal application flow so more investors finish in one sitting, and given admins category and list-based control over which contacts receive each type of communication.

Caruso has reworked the investor portal application flow so more investors finish in one sitting, and given admins category and list-based control over which contacts receive each type of communication.

Investors and advisers can now see every investing entity in one view across the Caruso investor portal, with statements, distributions, alerts and applications visible account-wide. The release also brings a clearer application flow, more flexible verification, and a refined mobile experience.

Investors and advisers can now see every investing entity in one view across the Caruso investor portal, with statements, distributions, alerts and applications visible account-wide. The release also brings a clearer application flow, more flexible verification, and a refined mobile experience.

Caruso's latest release sharpens day-to-day operations in the Manager Console. Task summary cards and order traceability make it easier to see what needs doing, while custom order tags let teams categorise, filter, and action orders by whatever dimension matters most.

Caruso's latest release sharpens day-to-day operations in the Manager Console. Task summary cards and order traceability make it easier to see what needs doing, while custom order tags let teams categorise, filter, and action orders by whatever dimension matters most.

This release brings a dedicated CRM for advisers, firms, and licensees, more granular data room access controls that restrict a capital raise by country or block specific accounts, plus a set of registry, compliance, and reporting refinements.

This release brings a dedicated CRM for advisers, firms, and licensees, more granular data room access controls that restrict a capital raise by country or block specific accounts, plus a set of registry, compliance, and reporting refinements.

This release delivers end-to-end bulk redemption processing, a bulk document download on the investor portal, and real-time webhook notifications, reducing manual processing steps for operations teams.

This release delivers end-to-end bulk redemption processing, a bulk document download on the investor portal, and real-time webhook notifications, reducing manual processing steps for operations teams.

Tags now extend to funds and unit classes, adding to the existing Caruso tag taxonomy. Slice your portfolio by any dimension without relying on naming conventions or external spreadsheets. This release also masks tax IDs by default in the All Distribution Details report, with tagging on orders coming next.

Tags now extend to funds and unit classes, adding to the existing Caruso tag taxonomy. Slice your portfolio by any dimension without relying on naming conventions or external spreadsheets. This release also masks tax IDs by default in the All Distribution Details report, with tagging on orders coming next.

This release brings bulk tagging across Investing Entities, Accounts, and Related Parties, four new investor portal themes, right-click context menus across core tables, plus a set of registry, compliance, and reporting refinements.

This release brings bulk tagging across Investing Entities, Accounts, and Related Parties, four new investor portal themes, right-click context menus across core tables, plus a set of registry, compliance, and reporting refinements.

The Caruso Fund Admin Agent is an intelligence layer embedded in the system of record. It handles registry queries, compliance insights, custom reporting, redemptions, distributions, and trust deed processing. In open beta for all Caruso platform users.

The Caruso Fund Admin Agent is an intelligence layer embedded in the system of record. It handles registry queries, compliance insights, custom reporting, redemptions, distributions, and trust deed processing. In open beta for all Caruso platform users.

Admin users can now preview a data room directly from the Manager Console without impersonating an investor account. This release also includes improvements across orders, filtering, communications, document targeting, and reporting.

Admin users can now preview a data room directly from the Manager Console without impersonating an investor account. This release also includes improvements across orders, filtering, communications, document targeting, and reporting.