For two decades, managers stayed with fund administrators that weren't meeting their needs, because a migration looked worse than staying. It meant months of work, your own people mapping every field by hand, and a real risk of breaking something investors would notice. AI agents now do the work that made switching slow, expensive and risky. Our specialists supervise them and rule on anything they flag, so your team spends its time signing off, not keying in data.
Agents map your data, read your documents and audit the result. Our specialists check every step, and your team signs off.
Agents map your data
Agents map every field from your old systems to Caruso, and your team signs off.
Agents read every document
Every document is read, labeled and matched to the right investor, ready to search.
Agents audit the result
Audit agents check every record and flag anything unusual for our specialists.
Centuria Capital Group, an ASX 200 real estate and private credit manager with A$22.2 billion under management, moved its unlisted funds onto Caruso in 2026 and transferred day to day fund administration to our services team. Records from four systems were merged into one investor record. At cutover, hundreds of investors logged in within hours, and the investor services desk received only a handful of inquiries, mostly about logging in. "I have logged into the new registry. What a seamless process. Well done." Matthew McQueen, GM Property Management, Centuria.
Nearly 2M
Documents read, indexed and categorized
90,000+
Contacts and accounts migrated
3 weeks
Parallel run, reconciled daily
Work with seasoned professionals in your territory who are a genuine extension of your team and understand the nuances of your business.
One platform where the data, the agents that act on it and the experts who run the funds all work together.
If you have questions, we have answers
It depends on how much data has to move, not on the size of your business. Launching a new fund, or moving prospect and account data only, takes one to two weeks. Leaving an existing administrator with a register, CRM, transactions, distributions and documents to move takes four to twelve weeks.
Very little. Our people and agents extract, map and migrate your data and documents. Your team signs off the mapping, reviews matched records and checks a full rehearsal on your own data before cutover.
Agents read every document, label it and match it to the right investor, so your full history is indexed and searchable from day one. Anything the agents don't recognize waits for a person.
Only for the better. We run in parallel with your existing administrator until the numbers agree, keep your distribution and communication calendar on schedule, and activate investors in batches with their history ready at first login.
Save time. Impress investors. Grow AUM.
