You can easily manage your Investing Entities using the Caruso admin app. Follow the steps below to view and manage these entities.
Step 1: Access Investing Entities
In the Caruso admin app, select Investing Entities from the left-hand pane.
Step 2: Use Filters
Use the filters at the top of the list to refine the Investing Entities displayed on the page.
You can apply multiple filters at once to narrow down the results.
Available filters include:
Type Filter: Select the account type (Individual, Trust, Company, etc.) or choose "All" to display every type.
Risk Profile Filter: Choose a specific risk profile level or select "All" to view every profile.
Tags Filter: Use this menu to select or remove tags to filter your results.
To reset filters to their default settings, click the Clear All button.
Step 3: View and Manage an Investing Entity
Click on an investing entity to see more detailed information and to perform management tasks.
To find out more about what each tab contains, review the following guide: Manage an Investing Entity.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.