Caruso’s Outlook add-in seamlessly integrates investor communications with your fund management workflow.
You can:
Create tasks directly from emails
Automatically log correspondence to investor records
Delegate follow-ups to team members without leaving your inbox
The add-in recognises investor contacts and lets you assign tasks to compliance, finance, or investor relations teams, maintaining a complete audit trail of all investor interactions in one central location.
Important: Caruso is enterprise software. To create an account or learn how Caruso can help your fund management business, please visit getcaruso.com.
Step 1: Install the Caruso Add-in
Open Microsoft Outlook and select an email.
Click the (•••) button in the top ribbon.
Note: In Outlook for web, a different icon may appear on the email ribbon.
Select Get Add-ins.
Search for Caruso in the Microsoft Marketplace.
Install the Caruso add-in.
Desktop installation:
Browser installation
Step 2: Sign In to the Add-in
Open the Caruso add-in in Outlook
Click Sign in with Caruso
A pop-up will appear — sign in using your Caruso Admin Application email and password
Complete two-factor authentication using your authenticator app
Once signed in, the add-in will remain available in your Outlook side pane.
Note: Your session may occasionally expire, requiring you to sign in again.
Step 3: Create a Task from an Email
With the Caruso add-in open and viewing the relevant email, click Create Task
Complete the task fields in the side panel:
Task title – Enter a clear, recognisable name
Type – Select the task type from the dropdown
Priority (optional) – Choose the priority level if needed
Assign to team (optional) – Allocate the task to a team
Assign to teammate (optional) – Allocate the task to a specific team member
Associate with (optional) – Link the task to an investing entity or account
Associated account – Search for and select the account if applicable
Due date (optional) – Set a deadline for the task
Note (optional) – Add extra context or instructions
Click Create task to save
The task will:
Immediately appear in the Caruso Admin Application
Be visible for the assigned team members to view and action
Automatically link to the associated investing entity or account profile for easy reference and reporting
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.