Just Released - Manage multiple investing entities and accounts

Fund management user interface

At Caruso, we constantly ship new features to help fund managers delight their investors, build stronger capital relationships, improve operating efficiency, and reduce risk.

With that in mind, below is a quick overview of our latest features and improvements...

Manage multiple investing entities

Investor portal

Investors using the Caruso platform can now deploy capital through various investment entities, such as trusts, companies, and individuals. All of these entities can be managed within the investor portal using a single login. Likewise, fund managers who use the admin app can now add new investment entities to an account on their investors' behalf, assign existing entities to accounts, and more precisely, manage the relationship between accounts and investment entities.

Manage multiple accounts

Fund administrator UI

In addition to allowing an account to oversee multiple investment entities, we've introduced the capability for multiple accounts to be associated with a single investment entity. For instance, should an investor wish for a financial advisor, accountant, or spouse to access an investment entity, a fund manager can grant these permissions using the admin app.

Currently, only fund managers can access this feature via the admin app. However, in upcoming updates, we intend to grant investors the autonomy to manage this via the investor portal. We also plan to enhance this functionality, enabling both fund managers and key accounts to set permission levels and communication preferences for each account linked to an investment entity.

Also new…

  • We introduced a new biometrics service with a better investor experience and higher pass rates.
  • Compliance teams can now accept or reject an investing entity’s wholesale certificate. If an accreditation is rejected, the investor will receive an email advising them of why and inviting them to resubmit.

If you want to see some of these features for yourself, simply email [email protected] and we can organise a product demonstration.

Lana Kamffer - Product Manager

Lana Kamffer

Product Manager

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