Caruso introduces modular distributions, giving fund managers flexibility to create and manage flexible fund distributions with customisable components, calculations, and automated processing.

Caruso introduces modular distributions, giving fund managers flexibility to create and manage flexible fund distributions with customisable components, calculations, and automated processing.

Caruso introduces real-time validation for Tax File Numbers (TFNs) and Australian Business Numbers (ABNs), helping fund managers improve data accuracy at the point of capture. This seamless feature reduces administrative overhead and streamlines tax reporting processes.

Caruso introduces real-time validation for Tax File Numbers (TFNs) and Australian Business Numbers (ABNs), helping fund managers improve data accuracy at the point of capture. This seamless feature reduces administrative overhead and streamlines tax reporting processes.

Caruso introduces strategic compliance workflows with push notifications, enabling fund managers to send targeted verification requests when and where they matter most.

Caruso introduces strategic compliance workflows with push notifications, enabling fund managers to send targeted verification requests when and where they matter most.

Fund managers can streamline operations with team-based task assignment, related tasks, priority settings, and improved document handling. These updates transform Caruso into a central operations hub for fund management teams.

Fund managers can streamline operations with team-based task assignment, related tasks, priority settings, and improved document handling. These updates transform Caruso into a central operations hub for fund management teams.

Caruso allows fund managers to capture early-stage interest and maintain a full pipeline view without requiring a formal commitment. With flexible tracking, seamless conversion to commitment, and enhanced reporting, fund managers can manage all investor interest - from casual inquiries to formal commitments - in one place.

Caruso allows fund managers to capture early-stage interest and maintain a full pipeline view without requiring a formal commitment. With flexible tracking, seamless conversion to commitment, and enhanced reporting, fund managers can manage all investor interest - from casual inquiries to formal commitments - in one place.

Caruso reduces the burden on finance teams to reconcile investor deposits through bulk processing, intelligent suggestions and automated investor receipts. This frees up valuable time, allowing teams to focus on higher-value activities.

Caruso reduces the burden on finance teams to reconcile investor deposits through bulk processing, intelligent suggestions and automated investor receipts. This frees up valuable time, allowing teams to focus on higher-value activities.

Caruso empowers fund managers to fully digitise and streamline the entire redemption process, reducing the operational burden of a traditionally manual, paper-based and time-consuming withdrawal process.

Caruso empowers fund managers to fully digitise and streamline the entire redemption process, reducing the operational burden of a traditionally manual, paper-based and time-consuming withdrawal process.

Private market fund managers using Caruso can now offer investors potential liquidity through an integrated secondary market. Maintain control by approving, editing, or cancelling orders. Keep investors informed with automated email updates. Automatically update the register and send transfer notices on transaction close. Set custom fees and generate payment files for seamless settlements.

Private market fund managers using Caruso can now offer investors potential liquidity through an integrated secondary market. Maintain control by approving, editing, or cancelling orders. Keep investors informed with automated email updates. Automatically update the register and send transfer notices on transaction close. Set custom fees and generate payment files for seamless settlements.

PIE funds in New Zealand must submit IR854 and IR853 reports to the Inland Revenue Department (IRD). Caruso helps fund managers to meet these requirements accurately and efficiently by generating reports ready to file in the IRD’s specified format, pre-filled with accurate investor and distribution data.

PIE funds in New Zealand must submit IR854 and IR853 reports to the Inland Revenue Department (IRD). Caruso helps fund managers to meet these requirements accurately and efficiently by generating reports ready to file in the IRD’s specified format, pre-filled with accurate investor and distribution data.