In 2025, Caruso shipped over 400 features and 45 major platform enhancements. From AI-powered workflows to seamless Calastone integration, here's what we delivered and what's coming in 2026.

In 2025, Caruso shipped over 400 features and 45 major platform enhancements. From AI-powered workflows to seamless Calastone integration, here's what we delivered and what's coming in 2026.

Caruso now integrates with Calastone, enabling fund managers to receive and process subscription, redemption and switch orders from major wrap platforms including Netwealth, Macquarie Wrap, HUB24 and Powerwrap.

Caruso now integrates with Calastone, enabling fund managers to receive and process subscription, redemption and switch orders from major wrap platforms including Netwealth, Macquarie Wrap, HUB24 and Powerwrap.

Fund managers can now configure management fees at the unit class level, create custom distribution email templates with personalised investor data, and benefit from enhanced pricing precision across all transactions.

Fund managers can now configure management fees at the unit class level, create custom distribution email templates with personalised investor data, and benefit from enhanced pricing precision across all transactions.

AI-native fund administration represents a fundamental shift from manual processing supported by software to intelligent automation supervised by humans. Large language models now handle document processing, compliance checks, and reconciliation—tasks that resisted traditional automation for decades.

AI-native fund administration represents a fundamental shift from manual processing supported by software to intelligent automation supervised by humans. Large language models now handle document processing, compliance checks, and reconciliation—tasks that resisted traditional automation for decades.

A new generation of fund managers is reshaping private markets, building digital-first operations from day one. With 42% of LPs seeking smaller managers, these modern firms are setting new standards for operational excellence—leveraging technology to compete effectively against traditional giants.

A new generation of fund managers is reshaping private markets, building digital-first operations from day one. With 42% of LPs seeking smaller managers, these modern firms are setting new standards for operational excellence—leveraging technology to compete effectively against traditional giants.

Caruso's new Email Marketing module transforms investor outreach with customisable templates, bulk sending capabilities, and dynamic merge fields. Fund managers can now create professional, personalised communications at scale whilst maintaining complete control over messaging and timing.

Caruso's new Email Marketing module transforms investor outreach with customisable templates, bulk sending capabilities, and dynamic merge fields. Fund managers can now create professional, personalised communications at scale whilst maintaining complete control over messaging and timing.

Standard CRMs track sales pipelines. Investor CRMs manage capital relationships, compliance workflows, and fund operations. Understanding the fundamental differences helps fund managers choose platforms that eliminate operational friction rather than create it.

Standard CRMs track sales pipelines. Investor CRMs manage capital relationships, compliance workflows, and fund operations. Understanding the fundamental differences helps fund managers choose platforms that eliminate operational friction rather than create it.

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.

Emerging and established fund managers face a critical choice on whether to inhouse (self-serve) administration through software, outsource, or use a co-source (hybrid) approach. This guide examines when each model makes sense, helping managers optimise operations based on fund size, complexity, and strategic priorities.

Emerging and established fund managers face a critical choice on whether to inhouse (self-serve) administration through software, outsource, or use a co-source (hybrid) approach. This guide examines when each model makes sense, helping managers optimise operations based on fund size, complexity, and strategic priorities.