The statements module in Caruso provides flexibility to generate and distribute different investment level statements either for a particular investor, tagged investing entities or create batch statements to share with the entire investor base.
To generate, navigate to the statements module and click Create statement on the top right of the page.
In the create page, you will be able to select the appropriate statement template, set the statement time period, refine the target recipients and add in optional statement commentary.
To generate statements for a specific group of investing entities, tag them in Caruso with a common label and use that tag to create group statements.
Quick note;
The 'statement name' field is only a label to view and identify a statements on the admin app, the statements on the investor portal will be labelled based on the type of the statement and investing entity.
The generated statement will include transactions with a payment date that falls within the selected time period.