Caruso

How to Clear Cookies and Cache

Setting Up Electronic ID Verification (EIV) for Your Investor Portal

How to Create and Manage Tags

Edit the disclaimer and contact details shown at the bottom of the statements and notices Caruso generates.

How to Customise Statement Footers

Configure Investor Portal settings in Caruso by managing portfolio metrics, graphs and tables

Configuration: Investor Portal

Add your own message above the standard compliance text on the emails Caruso sends to your investors.

How to Customise Email Footers

Cyran Castelino

Fahim Kaidawala

Rupin Kulkarni

Learn how to manage configuration settings regarding your instance of Caruso

Configuration

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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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