Insights
A conversation with Hamish Wilton at Mackersy Property

Insights
A conversation with Hamish Wilton at Mackersy Property
In this conversation, Co-CEO Mark Hurley sits down with Hamish Wilton CEO of Mackersy Property to explore the company's evolution, the strategic investment in Cardinal Logistics' advanced warehouse, and Mackersy's commitment to innovation and sustainability in real estate.
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Mark Hurley
CEO & Founder
Product
Just Released - Unit Transfers

Product
Just Released - Unit Transfers
Caruso helps fund managers to streamline registry operations. Fund managers can now transfer units between investors, automatically updating the registry and notifying both investors.
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Lana Kamffer
Product Manager
Academic
Who appoints fund administrators?

Academic
Who appoints fund administrators?
Fund administrators are appointed through collaborative decision-making involving fund managers, fund boards, and regulatory oversight. Selection criteria include operational expertise, technology capabilities, compliance track record, and cost-effectiveness.
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Liam McEvoy
Marketing Executive
Product
Just Released - Communication Preferences

Product
Just Released - Communication Preferences
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.
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Lana Kamffer
Product Manager
Product
Just Released - New Reporting Suite & Improved Document Distribution

Product
Just Released - New Reporting Suite & Improved Document Distribution
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.
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Lana Kamffer
Product Manager
Insights
A conversation with Jeff Dickie at Roger Dickie Forestry

Insights
A conversation with Jeff Dickie at Roger Dickie Forestry
In this conversation, Co-CEO Mark Hurley sits down with Jeff Dickie, Managing Director at Roger Dickie, to delve into the strategic insights and operational excellence that drive the Awatea Fund and underscore Roger Dickie's leadership in forestry investments.
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Mark Hurley
CEO & Founder
Academic
What is the difference between a fund accountant and a fund administrator?

Academic
What is the difference between a fund accountant and a fund administrator?
Fund management involves numerous operational functions, with fund accounting and fund administration representing two distinct yet interconnected roles that are often confused. Understanding their differences is crucial for fund managers evaluating their operational structure and service provider requirements.
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Liam McEvoy
Marketing Executive
Product
Just Released - Improved Distribution Flow

Product
Just Released - Improved Distribution Flow
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.
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Lana Kamffer
Product Manager
News
Caruso's Commitment to Security: Achieving ISO27001 Certification

News
Caruso's Commitment to Security: Achieving ISO27001 Certification
Caruso announces ISO27001 certification, ensuring top-tier data security in fund management. This certification highlights our commitment to protecting client data and maintaining the highest security standards.
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Oliver Shaw
CTO & Founder
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