Caruso

Creating a fund

Seamless Fund Management with Caruso Admin App

View and manage a fund

Secondary market, buy and sell order reviews

Secondary Market in Caruso

How to Upload Documents and Make Them Accessible to Investors within a Specific Fund on the Investor Portal

Distributing Fund Documents to Investors

How to handle the transfer of units for trades or transfers that occur off the market

How to Transfer Units

Fund managers have multiple ways to redeem units on the admin application

How to redeem units

Caruso gives you complete control over what fund metrics are visible to investors. This article explains how to configure which metrics are displayed to investors in the Investor Portal.

Managing investor portal preferences

Caruso has updated how unit prices are managed to give fund managers more control and flexibility.

How to set and use unit price

This guide will walk you through the process of managing reinvestment preferences and reviewing reinvestment as part of a distribution.

Managing Reinvestments

Unit classes allow fund managers to offer tailored investment terms to separate investor groups under a single fund structure.

Create and manage unit classes

Australian Fund Managers can convert their investor data into the prescribed Australian Tax Office format for QTFN reporting

QTFN (Quarterly Tax File Number) File Converter

Amy Irvine

Cyran Castelino

Rukhsar Keshwani

Learn how to manage funds and sub-funds under management

Funds

Caruso Status

Go to Caruso

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