Just Released - Email Footers and Adviser Firm Relationships

This release gives managers more control over the emails Caruso sends on their behalf, and brings adviser relationship management closer to how advisory firms actually operate.

Customisable Email Footers on Every Email Caruso Sends

Caruso sends a lot of email on a manager's behalf, and every one of those emails ends with a footer Caruso provides. This release puts that footer under the manager's control, so the wording can match their brand tone of voice and their own legal advice and requirements.

• Three footers, every email covered. Transactional for orders, distributions, statements and fund updates. Access & Compliance for portal access, security and verification. Marketing for broadcast emails composed in Communications.
• The manager's wording on top, compliance locked underneath. A system-owned block always renders beneath the manager's text, carrying the reason the recipient got the email and, on marketing emails, the unsubscribe link.
• Merge tokens fill in the detail. Variables for the manager's legal name, support email and the investing entity mean one footer per category renders correctly across the whole registry.
• See it before investors do. A live preview shows the footer as it will appear, with a 1,000-character counter.

This follows the statement footers released in our last product update.

Roles for Every Person at an Adviser Firm

An advisory firm is not one person. A paraplanner prepares the application, the adviser signs it, the practice manager chases the paperwork and the principal owns the relationship. Caruso's CRM now records each of them under the role they perform.

• Eight new roles. Adviser, Paraplanner, Analyst, Practice Manager, Administrator, Principal/Director, Accountant or Business Contact.
• A Staff tab that reflects the firm. The firm's people are now grouped under a renamed Staff tab, with role chips showing at a glance who does what.
• Filter by role. A role filter on the Staff tab surfaces every paraplanner or practice manager at the firm.
• The right person, first time. The manager's team routes a query, a statement question or an application chase to the person who actually handles it, without asking the adviser to forward it on.

This extends the adviser CRM released in June, which gave adviser firms and licensees records of their own.

Improvements & Refinements

This release also includes:

• Faster pricing tables - Unit value, redemption price, distribution rates and management fees now paginate and filter, so pricing pages open fast at any volume.
• Reports that respect the fund's timezone - Date pickers and generated output across the reports catalogue now follow the governing fund or tenant timezone.
• Review a statement batch before you commit - Download a draft batch as a ZIP so the team or their client can check it before confirming.
• Filters where the tables get long - Status and document-category filters on admin Statements, status and import-type filters on Admin Imports.
• Find related parties by phone number - Related-party search now matches national and local formats, for example 0211234567.
• Correct an accreditation without starting over - Revert a verified wholesale accreditation to pending for correction and re-verification.
• Redemption batches that name what is wrong - The insufficient-balance banner names the affected holdings by ID, and approval notes now accept 1,000 characters.
• Payment Date on redemption notices - Redemption notice PDFs and emails now show when proceeds will arrive.
• Distribution pricing errors that point at the fix - Classes missing a reinvestment price are named, with links to add it, instead of a generic error.
• One place for statements - The legacy Holding Statement action is gone from holding menus, so all statement generation runs through the Statements module.

If you would like a walkthrough of email footers or adviser firm relationships, email [email protected] to arrange a demonstration.