Caruso's bulk unit issuance feature transforms high-volume registry management through CSV imports, comprehensive validation, and automated workflows. Process hundreds of issuances in minutes whilst maintaining data integrity and flexible approval controls.

Caruso's bulk unit issuance feature transforms high-volume registry management through CSV imports, comprehensive validation, and automated workflows. Process hundreds of issuances in minutes whilst maintaining data integrity and flexible approval controls.

Caruso Intelligence transforms fund administration with AI-powered automation. Starting with AI Summaries that synthesise complex investor data, our comprehensive AI suite enables teams to shift from manual execution to strategic oversight, improving efficiency and investor experience.

Caruso Intelligence transforms fund administration with AI-powered automation. Starting with AI Summaries that synthesise complex investor data, our comprehensive AI suite enables teams to shift from manual execution to strategic oversight, improving efficiency and investor experience.

Caruso's customisable investor portal dashboard gives fund managers unprecedented control over performance metrics, custom analytics, and reporting displays. Tailor investor experiences to build stronger relationships and improve transparency.

Caruso's customisable investor portal dashboard gives fund managers unprecedented control over performance metrics, custom analytics, and reporting displays. Tailor investor experiences to build stronger relationships and improve transparency.

Our new onboarding engine transforms investment applications into one seamless flow. Fund managers can share direct links to opportunities while investors enjoy a guided journey through account creation, entity setup, and subscription requests—all resulting in higher conversion rates and improved investor satisfaction.

Our new onboarding engine transforms investment applications into one seamless flow. Fund managers can share direct links to opportunities while investors enjoy a guided journey through account creation, entity setup, and subscription requests—all resulting in higher conversion rates and improved investor satisfaction.

Our new Statements Module streamlines investor reporting and communication by enabling fund managers to create, manage, and distribute investor statements with flexible templates and intuitive workflows. From ad hoc requests to tax reporting, this comprehensive solution offers flexible templates, intuitive workflows, and multiple distribution options—all while maintaining a seamless investor experience.

Our new Statements Module streamlines investor reporting and communication by enabling fund managers to create, manage, and distribute investor statements with flexible templates and intuitive workflows. From ad hoc requests to tax reporting, this comprehensive solution offers flexible templates, intuitive workflows, and multiple distribution options—all while maintaining a seamless investor experience.

The Caruso Audit Log offers fund managers comprehensive visibility into critical data changes across their platform. With powerful filtering capabilities, detailed event tracking, and flexible reporting, operations teams can efficiently monitor user activities, verify compliance, resolve issues, and maintain robust governance.

The Caruso Audit Log offers fund managers comprehensive visibility into critical data changes across their platform. With powerful filtering capabilities, detailed event tracking, and flexible reporting, operations teams can efficiently monitor user activities, verify compliance, resolve issues, and maintain robust governance.

Caruso's new Distribution Reinvestments feature automates the reinvestment process within existing distribution workflows. Fund managers can now offer investors compounding returns while reducing administrative overhead through streamlined operations, customisable settings, and reporting capabilities.

Caruso's new Distribution Reinvestments feature automates the reinvestment process within existing distribution workflows. Fund managers can now offer investors compounding returns while reducing administrative overhead through streamlined operations, customisable settings, and reporting capabilities.

Caruso's new Unit Issuance feature gives fund managers complete flexibility when issuing units to investors. Issue units directly from a variety of workflows in the Manager Console. Streamline operations, improve accuracy, and enhance the investor experience.

Caruso's new Unit Issuance feature gives fund managers complete flexibility when issuing units to investors. Issue units directly from a variety of workflows in the Manager Console. Streamline operations, improve accuracy, and enhance the investor experience.

Fund managers can now utilise multiple unit classes within a single fund, enabling differentiated investor rights and benefits whilst maintaining streamlined administration.

Fund managers can now utilise multiple unit classes within a single fund, enabling differentiated investor rights and benefits whilst maintaining streamlined administration.