Top 3 reasons GPs pick Caruso over SS&C

One investor record, one platform

CRM, onboarding and KYC/AML, capital raising, capital accounts and the investor portal were built as one system, so they read and write the same investor record. A prospect in your raise becomes an applicant, then an investor, without an export or a re-key. The balance an investor sees in the portal is the balance your team sees, because it is the same record.

Agents that work on your record

Ask the Fund Admin Agent to run a capital call and it runs the capital call, with your team approving each stage. Give it a trust document and it parses it, adds the related parties and triggers the ID checks. Background Agents act on events in your fund under rules you set, and every run is logged. Your team and our specialists instruct the same agents.

Local team, never offshored

Caruso's own specialists in the US run your capital accounts, investor services and fund accounting, in your business hours and in the platform you log into. You can meet them, and you can watch the work while it happens rather than reading about it afterwards. A dedicated account manager you can call directly sits alongside them.

Caruso vs SS&C: one platform or a family of products

SS&C and Caruso run the same kind of business: a fund administrator whose own people deliver the work on its own software, across private equity, private credit and real estate. The difference is how that software reaches you. SS&C's private markets offer spans separately branded products, from GlobeOp and GoCentral to GoWire for treasury and Intralinks FundCentre for onboarding and investor reporting. Caruso was built as one platform, so CRM, onboarding and KYC/AML, capital raising, capital accounts and the investor portal read and write the same investor record, and new features land on it every two weeks. Our own specialists in the US run your fund administration in the platform your team logs into, and the Fund Admin Agent prepares capital calls and distributions there for your approval. When your auditor asks how a capital account reached its balance, your team opens the investor record and sees who changed what, and when.

US$75B+

Assets under administration

950+

Private funds

80k+

Investors and advisers

Compiled from each provider's published material and verified against primary sources on October 16, 2026. Capabilities, service availability and AI release status vary by module, configuration and contract. Where a capability is not listed, we did not find it published, which does not mean it does not exist. Product names are trademarks of their respective owners.