Caruso streamlines capital-raising workflows with automated subscription document generation. Fund Managers can now generate pre-filled subscription forms ready to to be sent to investors for signing.

Caruso streamlines capital-raising workflows with automated subscription document generation. Fund Managers can now generate pre-filled subscription forms ready to to be sent to investors for signing.

Caruso helps fund managers to streamline registry operations. Fund managers can now transfer units between investors, automatically updating the registry and notifying both investors.

Caruso helps fund managers to streamline registry operations. Fund managers can now transfer units between investors, automatically updating the registry and notifying both investors.

Fund managers can now tailor the communication preferences for accounts to ensure the relevant stakeholders receive updates about their investments. We have also made it easier to designate a key account for an investing entity.

Fund managers can now tailor the communication preferences for accounts to ensure the relevant stakeholders receive updates about their investments. We have also made it easier to designate a key account for an investing entity.

Fund managers can now download rich data about their investors and investment schemes using a set of pre-built reports designed specifically for fund management operations. We have also made it easier for fund managers to seamlessly store and share documents with investors.

Fund managers can now download rich data about their investors and investment schemes using a set of pre-built reports designed specifically for fund management operations. We have also made it easier for fund managers to seamlessly store and share documents with investors.

In this update, we have overhauled how fund managers distribute returns to their investors. The improved distribution flow automates distribution calculations and generates branded statements and bank payment files, helping fund managers reduce errors and save time.

In this update, we have overhauled how fund managers distribute returns to their investors. The improved distribution flow automates distribution calculations and generates branded statements and bank payment files, helping fund managers reduce errors and save time.

Fund managers and investors can now seamlessly add and verify multiple bank accounts against each investing entity. This includes support for nominating different bank accounts for distributions from different funds.

Fund managers and investors can now seamlessly add and verify multiple bank accounts against each investing entity. This includes support for nominating different bank accounts for distributions from different funds.

In this update, we have improved the investor portal portfolio view, making it suitable for any asset class. To further improve the investor experience, all documents and transactions can now be found in the main navigation.

In this update, we have improved the investor portal portfolio view, making it suitable for any asset class. To further improve the investor experience, all documents and transactions can now be found in the main navigation.

In this update, fund managers can now automatically store emails sent via Outlook and Gmail against the appropriate investor record. We have also integrated with Active Campaign, allowing fund managers to sync lists and contact details for email marketing purposes.

In this update, fund managers can now automatically store emails sent via Outlook and Gmail against the appropriate investor record. We have also integrated with Active Campaign, allowing fund managers to sync lists and contact details for email marketing purposes.

Fund managers can now capture informal connections between accounts. Connections help to create a richer CRM that fund managers can use to build stronger investor relationships, identify opportunities and drive leads. We have also made it easier for fund managers to create and convert leads.

Fund managers can now capture informal connections between accounts. Connections help to create a richer CRM that fund managers can use to build stronger investor relationships, identify opportunities and drive leads. We have also made it easier for fund managers to create and convert leads.