Caruso's Related Parties update introduces reusable records across all investing entities, giving fund managers a single, authoritative view of each person's KYC status and eliminating duplicate data across complex ownership structures.

Caruso's Related Parties update introduces reusable records across all investing entities, giving fund managers a single, authoritative view of each person's KYC status and eliminating duplicate data across complex ownership structures.

Caruso now surfaces system-generated transactional emails and engagement data on the activity feed, bringing investor communications, documents, and actions into a single timeline on every Account and Investing Entity record.

Caruso now surfaces system-generated transactional emails and engagement data on the activity feed, bringing investor communications, documents, and actions into a single timeline on every Account and Investing Entity record.

Caruso's upgraded tables deliver faster navigation with sticky columns, clearer filters, and column sorting. A new holding ledger provides a complete audit trail for every position across your registry.

Caruso's upgraded tables deliver faster navigation with sticky columns, clearer filters, and column sorting. A new holding ledger provides a complete audit trail for every position across your registry.

Caruso's new capital calling engine lets fund managers run staged capital calls in a single, coherent workflow. Choose flexible payment structures, create bulk capital calls, and deliver branded notices to investors.

Caruso's new capital calling engine lets fund managers run staged capital calls in a single, coherent workflow. Choose flexible payment structures, create bulk capital calls, and deliver branded notices to investors.

Fund managers can now configure unit values and management fees at the class level, with expanded controls for complex fund structures.

Fund managers can now configure unit values and management fees at the class level, with expanded controls for complex fund structures.

In 2025, Caruso shipped over 400 features and 45 major platform enhancements. From AI-powered workflows to seamless Calastone integration, here's what we delivered and what's coming in 2026.

In 2025, Caruso shipped over 400 features and 45 major platform enhancements. From AI-powered workflows to seamless Calastone integration, here's what we delivered and what's coming in 2026.

Caruso now integrates with Calastone, enabling fund managers to receive and process subscription, redemption and switch orders from major wrap platforms including Netwealth, Macquarie Wrap, HUB24 and Powerwrap.

Caruso now integrates with Calastone, enabling fund managers to receive and process subscription, redemption and switch orders from major wrap platforms including Netwealth, Macquarie Wrap, HUB24 and Powerwrap.

Fund managers can now configure management fees at the unit class level, create custom distribution email templates with personalised investor data, and benefit from enhanced pricing precision across all transactions.

Fund managers can now configure management fees at the unit class level, create custom distribution email templates with personalised investor data, and benefit from enhanced pricing precision across all transactions.

Caruso's new Email Marketing module transforms investor outreach with customisable templates, bulk sending capabilities, and dynamic merge fields. Fund managers can now create professional, personalised communications at scale whilst maintaining complete control over messaging and timing.

Caruso's new Email Marketing module transforms investor outreach with customisable templates, bulk sending capabilities, and dynamic merge fields. Fund managers can now create professional, personalised communications at scale whilst maintaining complete control over messaging and timing.