With the Caruso Admin App, you can quickly search for, access, and manage all aspects of an investing entity. The steps below outline how to streamline your workflow and maintain clear oversight.
Step 1: Search and Access an Investing Entity
From the navigation pane, select Investing Entities
Use the search bar or apply filters to find the entity you need
Select the entity to open its profile
Step 2: Manage Investing Entity Details
Once inside the entity profile, you will find a set of tabs. Each tab gives you access to specific tools and information:
Activity: View the entity's registry feed: investment allocation activity, related party identity verifications, key account changes, notes, documents, and statements. Use the filters to narrow the feed by type, teammate, or date range
Tasks: Generate tasks, view both admin and investor-related tasks, and complete tasks
Documents: View, upload, and manage documents. You can also toggle visibility to control what appears in the Investor Portal
Notes: Access, create, and manage notes associated with the investing entity
Contacts: View, add, and manage all contacts connected to the investing entity. Each contact can have their own communication settings and notes specific to this investing entity
Related Parties: Add, view, and manage beneficial owners and other related parties. You can search for existing related parties or create new ones, and configure relationship types and notes for each
Governing Docs: Review, upload, and manage agreements and other governing documents tied to the investing entity
Bank Accounts: Add and view bank accounts linked to the investing entity
Certificates: Examine, upload, and manage certificates (such as wholesale certificates) attributed to the investing entity
Holdings: View the complete unit holdings of the investing entity
Orders: View pending allocations and the status of funds against allocations
Holding Movements: Access a comprehensive log of all holding movements executed for the investing entity.
Details: View key details including names, addresses, tax information, and other relevant fields. The information shown may vary depending on the investing entity type
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If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.