In Caruso, each investing entity requires a key contact upon setup. The key contact serves as the main point of contact and automatically receives updates regarding compliance obligations and investments associated with the entity.
Add a Contact to an Investing Entity
Navigate to the relevant investing entity
Click on the Contacts tab
Select Add contact, then search by name for an existing contact to link to the investing entity
Choose the Access level for this account on the investing entity:
Full Access (default) - the account can view the investing entity in the Investor Portal and act on it, including investing, requesting redemptions, and adding bank accounts
Read-only - the account can view the investing entity's holdings, documents, and statements in the Investor Portal, but cannot invest, redeem, or make any changes. Relevant actions are greyed out with a message explaining they don't have permission
Use the Notify by email toggle to control whether the account receives an email about being added (on by default)
Click Confirm
If Notify by email is on, the selected account will receive an email confirming they have been added to the entity. The email copy reflects the access level chosen - a Full Access account receives the standard welcome email, while a Read-only account receives a variant explaining they have been given read-only access. If Notify by email is off, the account is still linked to the entity, but no email is sent.
Note: You can change an account's access level at any time using the Access dropdown directly in the Accounts list — no need to open a separate dialog. No email is sent when access is changed on an existing link — only when an account is first added.
The Contacts list
Each linked contact shows a Type (Investor or Adviser) and Status (Active or Prospect), matching the main Contacts list. The list also includes an Emails column for each linked contact. This is a multi-select dropdown covering four categories of ongoing investing entity communications:
Orders and Holding Movements
Distributions
Holding and Tax Statements
Updates and Reports
Use this dropdown to control which categories of emails about this investing entity the account receives going forward. This is separate from the one-off Notify by email toggle used when adding the account, and from the account's own Portal Access & Compliance and Marketing email settings, which are managed on the account's own record rather than per investing entity.
Important: A newly added contact starts with no email categories selected. Set the Emails dropdown after adding them, otherwise they will not receive investing entity communications. If no contact on the entity is subscribed to a category, a warning banner appears above the list.
Tip: The entity header shows a No. Accounts tile with a count of all linked accounts. Click it to jump straight to the Accounts tab.
Linking from the Contact Instead
You can also make the link starting from the contact’s record:
In the navigation pane, open CRM and select Contacts, then open the contact
Go to the Investing Entities tab
Click Add investing entity and select Link existing
Search for the investing entity by name or ID. Entities already linked to this contact are not shown
Choose the Access level and whether to Notify by email, then click Confirm
The result is the same as adding the contact from the investing entity’s Contacts tab. The other options under Add create a new investing entity of that type with this contact as its key contact.
Update the Key Contact
In the Contacts list, find the contact you want to set as the key contact.
Click the ellipses (...) next to the account.
Select Set as key account.
Once confirmed, an email notification will be sent to the previous key account holder informing them of the change.
The updated key contact will now be visible in the Contacts list, marked with a green icon, and in the entity header.
Note: Only one key account can be assigned per entity at a time. When the key account is updated, the previous account will remain linked to the entity but will no longer be the primary contact.
Remove a Contact
In the Contacts list, click the ellipsis (...) next to the contact and select Remove contact.
Click Confirm. The contact loses access to the investing entity in the Investor Portal; their own contact record is unaffected.
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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.