Caruso

Rukhsar Keshwani

Cyran Castelino

Lana Kamffer

Learn how to manage investing entities, accounts, beneficial owners and tasks

Managing Investors

For an overview of your Investing Entities

Viewing Investing Entities

For fund managers to add new investing entities

Adding an Investing Entity on the Admin App

Effortlessly handling compliance, bank accounts, beneficial owners, and more for your investing entity

Managing an investing entity

Risk profile rating

Adding an account to an investing entity and updating a key account

Generating a holding statement for an investing entity

Investing entity holding statement

Create and manage investing entity tags

Understand the difference between the no. of units and the available units on a holding.

Available Units

The Statements module lets fund managers generate and share investment statements keeping investors up to date with their portfolio activity

How to generate investment statements

Learn how to manage the investing entities with holdings in your funds

Investing Entities

How to create a prospect, an account and invite an investor to the Investor Portal

Creating an account on the Admin app

Efficiently oversee your accounts using the Caruso admin app

Viewing accounts

Making changes to an account using the admin portal

Managing an Account

Account and Investing Entity notes

Create and manage account tags

Send accounts a KYC, ID verification request

Send a verification request

Amy Irvine

Learn how to manage the accounts on your investor portal

Accounts

Creating and managing beneficial owners

Requesting contact details and sending verification requests

Verifying Identity for a Beneficial Owner

Learn how to manage beneficial owners associated with investing entities

Beneficial Owners

Efficient Task Management with Caruso Admin App

Managing and completing tasks

How to create a task

Understand how to use the Caruso Outlook add-in

Caruso's Outlook add-in

Learn how to manage tasks associated with investors

Tasks

Caruso Status

Go to Caruso

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Tickets

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