Caruso's latest release gives fund managers self-service control over statement footer wording and a deliberate, auditable reinvestment price for distributions, alongside workflow improvements across distributions, reporting and the investor portal.

Caruso's latest release gives fund managers self-service control over statement footer wording and a deliberate, auditable reinvestment price for distributions, alongside workflow improvements across distributions, reporting and the investor portal.

Caruso has reworked the investor portal application flow so more investors finish in one sitting, and given admins category and list-based control over which contacts receive each type of communication.

Caruso has reworked the investor portal application flow so more investors finish in one sitting, and given admins category and list-based control over which contacts receive each type of communication.

An investor CRM and a marketing CRM solve different problems. Here is why fund managers keep investors, registry, and distribution in Caruso, run prospecting in a marketing CRM, and connect the two at the contact level.

An investor CRM and a marketing CRM solve different problems. Here is why fund managers keep investors, registry, and distribution in Caruso, run prospecting in a marketing CRM, and connect the two at the contact level.

Investors and advisers can now see every investing entity in one view across the Caruso investor portal, with statements, distributions, alerts and applications visible account-wide. The release also brings a clearer application flow, more flexible verification, and a refined mobile experience.

Investors and advisers can now see every investing entity in one view across the Caruso investor portal, with statements, distributions, alerts and applications visible account-wide. The release also brings a clearer application flow, more flexible verification, and a refined mobile experience.

Caruso's latest release sharpens day-to-day operations in the Manager Console. Task summary cards and order traceability make it easier to see what needs doing, while custom order tags let teams categorise, filter, and action orders by whatever dimension matters most.

Caruso's latest release sharpens day-to-day operations in the Manager Console. Task summary cards and order traceability make it easier to see what needs doing, while custom order tags let teams categorise, filter, and action orders by whatever dimension matters most.

This release brings a dedicated CRM for advisers, firms, and licensees, more granular data room access controls that restrict a capital raise by country or block specific accounts, plus a set of registry, compliance, and reporting refinements.

This release brings a dedicated CRM for advisers, firms, and licensees, more granular data room access controls that restrict a capital raise by country or block specific accounts, plus a set of registry, compliance, and reporting refinements.

A fund of funds (FoF) is a pooled investment vehicle that allocates capital across multiple underlying private funds. This guide explains how FoFs work, their structure, fee model, common strategies, and what fund managers need to operate one efficiently.

A fund of funds (FoF) is a pooled investment vehicle that allocates capital across multiple underlying private funds. This guide explains how FoFs work, their structure, fee model, common strategies, and what fund managers need to operate one efficiently.

Third-party fund administrators have long operated as a black box. GPs cannot see what is being done with their fund data, by whom, or when. With LP operational due diligence sharpening and audit timelines compressing, that model is no longer commercially viable.

Third-party fund administrators have long operated as a black box. GPs cannot see what is being done with their fund data, by whom, or when. With LP operational due diligence sharpening and audit timelines compressing, that model is no longer commercially viable.

This release delivers end-to-end bulk redemption processing, a bulk document download on the investor portal, and real-time webhook notifications, reducing manual processing steps for operations teams.

This release delivers end-to-end bulk redemption processing, a bulk document download on the investor portal, and real-time webhook notifications, reducing manual processing steps for operations teams.