Caruso

How to view investing entities in the Caruso Admin App

Viewing Investing Entities in the Admin App

How fund managers can create investing entities in the Caruso Admin App

Adding an Investing Entity on the Admin App

Managing an Investing Entity

How to Assign a Risk Profile Rating

How to add accounts and set or update the key account for an investing entity in the Caruso Admin App.

Adding an Account to an Investing Entity and Updating a Key Account

Generate and download investor holding statements

How to Generate a Holding Statement

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

Available Units

How to create, enrich, preview, and publish investor and tax statements in the Caruso Admin App for individual or bulk distribution.

How to Generate Individual or Bulk Investor Statements

A description of all statements available on Caruso

Statements

Request and manage wholesale certificates in Caruso

How to Request a Wholesale Certificate from an Investor (Admin App)

Fahim Kaidawala

Cyran Castelino

Lana Kamffer

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

Investing Entities

Caruso Status

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