Caruso

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

Creating an Account on the Admin App

Filter and manage accounts in Caruso to refine results, view details, and access key investor information with ease.

How to View Accounts

Account management in Caruso: add notes, tasks, and documents, manage KYC/AML, lock accounts, resend confirmations, and view details.

Managing a Contact

Account and Investing Entity Notes

Verify investor identities in Caruso with electronic identity checks, PEP and sanctions screening

How to Send a Verification Request

Caruso Admin App guide to deleting bank accounts

How to Delete a Bank Account On the Admin Portal

Add and Update Bank Account Nicknames and Documents in Caruso

Managing Bank Accounts in the Caruso Admin Portal

Learn how to manage advisers, licensees, and adviser firms in Caruso.

Managing Advisers, Adviser Firms, and Licensees in the Admin App

Assign one or more contact owners to an account, add a business unit to a teammate, and filter your lists by contact owner.

Assigning Contact Owners to an Account

Use the Contacts page to manage investor and advisor contacts, create contacts with portal access in one step, and onboard a contact, investing entity, and application in one guided flow.

Managing Contacts and the Guided Intake Flow

How advisers work in Caruso end to end: setting up licensees, firms and adviser profiles, adviser sign-up and applications, capturing and withholding adviser fees, paying licensees, and where adviser details…

Advisers and Adviser Fees in Caruso (Full Guide)

What each activity feed shows, which records have one, and how to filter and export activity in the Caruso Admin App.

Understanding CRM Activity

Fahim Kaidawala

Rupin Kulkarni

Cyran Castelino

Learn how to manage the accounts on your investor portal

Accounts

Caruso Status

Go to Caruso

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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