Caruso

For an overview of your Investing Entities

Viewing Investing Entities

For fund managers to add new investing entities

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

Generating a holding statement for an investing entity

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

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

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

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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