Just Released - Bulk Tagging, Investor Portal Themes & More

This release delivers three updates aimed at the small, repeated actions that compound into hours of admin time each week: bulk tagging across investors and entities, colour themes for the investor portal, and right-click context menus on core CRM tables. Alongside them is a set of registry, compliance, and reporting refinements, and the first signal of expanded adviser capabilities on the way.

Bulk Tagging Across Investors and Entities

Applying tags one record at a time is no longer the only way to organise your investor base. Bulk tagging is now available across Investing Entities, Accounts, and Related Parties, so large cohorts can be segmented in a single action.

• Tag many records at once. Select multiple Investing Entities, Accounts, or Related Parties from their respective tables and apply tags in a single action, rather than opening each record individually.
• Combine filtering with tagging. Narrow down your result set using table filters, then apply tags in bulk for quick segmentation by status, fund, jurisdiction, or any other attribute on the table.
• Pairs with the new tag management page. Tags created or assigned in bulk are editable and removable from the dedicated tag management page under Settings, keeping the taxonomy clean as it grows.
• Keyboard-friendly selection. Press Esc to clear bulk selection across any CRM table, with no need to scroll or click away to reset.

Investor Portal Themes

The Caruso investor portal can now be themed to match your brand. Four colour themes — Ocean, Carbon, Moss, and Ember — apply across buttons, charts, and graphs, so investors see a more cohesive, polished experience the moment they log in. Themes are applied per tenant, so each fund manager can pick the option that best reflects their identity. To select a theme for your tenant, reach out to the Caruso support team.

Right-Click Context Menus

Admin users can now right-click on any row in the core CRM tables — Accounts, Investing Entities, Funds, Related Parties, and Distributions — to pull up a shortcut menu of actions relevant to that record. The initial set includes Open, Open in new tab, Copy ID, and Copy Name. More actions are on the way, including adding tags, changing status, adding notes, and assigning tasks directly from the row. For teams that navigate these tables dozens of times a day, the reduction in clicks adds up quickly.

Improvements & Refinements

This release also includes the following improvements:

• Fund Summary Statement - A new statement type that consolidates all unit classes an investor holds within a single fund into one PDF, replacing the need for separate statements per unit class.
• Bank account and distribution preference change tracking - Changes now record timestamps, appear in the audit log, and surface in the Distribution Audit and All Holdings CSV reports.
• PEP match reason in the All PEP Matches CSV export - Each PEP match now includes the reason for the match directly in the export.
• Legal Structure filter on the master Funds table - Narrow funds by Company, Limited Partnership, Multi-rate PIE, and other legal structures.
• Clickable ID verification status on Related Parties - Clicking the status on the investing entity Related Parties table now opens the KYC tab directly in a new tab, reducing clicks for compliance checks.
• Updated bank statement CSV import template - Headers now indicate required fields with asterisks and specify the expected date format, making imports more reliable.
• Email delivery failure visibility - SendGrid dropped or suppressed emails now appear in the admin activity feed as bounce events, with the drop reason surfaced.

If you would like a walkthrough of any of these features, email [email protected] to arrange a product demonstration. For existing customers, detailed documentation is available in our help centre.