Caruso

How to view investing entities in the Caruso Manager Console

Viewing Investing Entities in the Manager Console

How fund managers can create investing entities in the Caruso Manager Console

Adding an Investing Entity on the Manager Console

Managing an Investing Entity

How to Assign a Risk Profile Rating

Add contacts to an investing entity in the Manager Console, set their access level, update the key contact, or remove a contact from the entity

How to Add Contacts and Update the Key Contact on an Entity

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 Manager Console 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 (Manager Console)

Create a capital account statement for every holding in a fund, using Caruso's figures and your own accounting lines.

How to Generate a Capital Account Statement

Cyran Castelino

Lana Kamffer

Fahim Kaidawala

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

Investing Entities

Caruso Status

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