Managing Investors
Manage investing entities, accounts, beneficial owners and tasks in Caruso. Guides for onboarding investors and keeping their records current.
By Cyran and 3 others4 authors28 articles
- Viewing Investing Entities in the Manager Console
- Adding an Investing Entity on the Admin App
- Managing an Investing Entity
- How to Assign a Risk Profile Rating
- Adding an Account to an Investing Entity and Updating a Key Account
- Available Units
- How to Generate Individual or Bulk Investor Statements
- Statements
- How to Request a Wholesale Certificate from an Investor (Admin App)
- Creating an Account on the Admin App
- How to View Accounts
- Managing a Contact
- Account and Investing Entity Notes
- How to Send a Verification Request
- How to Delete a Bank Account On the Admin Portal
- Managing Bank Accounts in the Caruso Admin Portal
- Managing Advisers, Adviser Firms, and Licensees in the Admin App
- Assigning Contact Owners to an Account
- Managing Contacts and the Guided Intake Flow
- Advisers and Adviser Fees in Caruso (Full Guide)
- Understanding CRM Activity