# Caruso Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Caruso Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/10031301/Caruso

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# 

 Caruso Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on February 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Caruso

## What is Caruso?

Caruso delivers integrated fund administration services and modern, AI-powered software designed specifically for real estate, private credit, and private equity fund managers. Trusted by over 500 funds globally, Caruso helps managers raise capital efficiently, automate operations, reduce risk, and deliver a superior investor experience. The platform unifies onboarding, AML/KYC, CRM, capital raising, investor reporting, and unit registry into one intuitive system. With a modern investor portal, digital subscriptions, AI-driven insights, and automated compliance tools, Caruso empowers fund managers to scale without increasing overhead. Services like fund accounting, registry operations, and investor onboarding are delivered by private markets experts, ensuring accuracy and responsiveness. Backed by enterprise-grade security, transparent pricing, and dedicated support, Caruso enables fund managers to focus on performance, relationships, and growth.

## What is Caruso used for?

[Investment Management](https://www.capterra.com/investment-management-software/)

Top alternative

Featured

Overall rating

Based on 3 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Caruso?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.getcaruso.com&name=Caruso)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Caruso

4.7 (3)

VS.

[4.7 (16)](https://www.capterra.com/p/160754/KYC-Portal/reviews/)

Starting Price

Contact vendor

Starting Price

$28000

Usage Based, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (3)

Ease Of Use

4.3 (251)

Value For Money

5.0 (3)

Value For Money

4.4 (241)

Customer Service

4.7 (3)

Customer Service

4.7 (247)

## Caruso alternatives

Highest Rated

[4.8 (13)](https://www.capterra.com/p/201476/Ondato/reviews/)

Starting price

$259.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[Plaid](https://www.capterra.com/p/174384/Plaid/)

[4.4 (91)](https://www.capterra.com/p/174384/Plaid/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/174384/Plaid/)

[Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/)

[4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/)

Starting price

$17.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/253071/Trade-Ideas/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Client Portal

4.7 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

Document Management

4.7 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Audit Trail

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

A record of all activities within the system, including user access, changes made, etc.

Data Import/Export

4.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Fund Management

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Manage allocation and performance of financial assets

Reporting/Analytics

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Caruso 30 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Track and report regulatory data to either internal management or external stakeholders

Alter the layout and content of reports

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Track collected or paid charges for services performed or access granted

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Used by financial advisors and money managers

Manage allocation and performance of financial assets

Use AI to generate content in the form of text, images, videos, etc.

Monitor capital allocation and asset prices over time

Access software remotely via mobile devices

Manage and track customer orders for goods, investments, or any other purchases

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Reallocation of assets to reflect changing investment goals or market conditions

Receive data and information in real time

View and track pertinent metrics to find patterns and gain insights from data

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Set up connections to third-party platforms to improve business processes

Interact with data visualization elements, such as charts and graphs, to drill down into data

Features

4.3 (3)

4.3

Based on 3 reviews

## Pricing

Value for money

5.0 (3)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

5.0 (3)

5.0

Based on 3 reviews

## Integrations

[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/)[

Yardi Breeze](https://www.capterra.com/p/164741/Yardi-Breeze/)[

Salesforce Data Cloud](https://www.capterra.com/p/10013117/Salesforce-Data-Cloud/)[

Outlook Email Extractor](https://www.capterra.com/p/10002490/Outlook-Email-Extractor/)

## Support, customer service and training options

Customer Service

4.7 (3)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (3)

4.7

Based on 3 reviews

## User reviews

Overall rating

4.7

Based on 3 reviews

Filter by rating

5(2)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

DN

Devina N.

Investment Accountant

Financial Services

### "Great Team, Strong Functionality"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

February 24, 2026

Overall, it has been a collaborative and positive experience. While there were some delays during onboarding, the team was consistently supportive, responsive, and proactive in providing solutions whenever issues arose.

Pros

Caruso has been great to work with. The team is highly solutions-driven and supported us throughout the entire onboarding process. The platform offers strong functionality, is intuitive to use, and has made both implementation and ongoing use straightforward for our team and clients.

Cons

The onboarding process took longer than expected, and we had to revisit a few steps along the way. Clearer upfront guidance on the documentation required from our previous registry would have helped avoid some back and forth.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

We transitioned from Salesforce & Automic Group due to operational inefficiencies caused by double handling, and we were looking for a more streamlined and integrated solution.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BB

Bruce B.

Investor Relations Manager

Financial Services

### "Strategic Enabler"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 13, 2025

Excellent Communication. Intuitive user experience. Very solid reliability. It will become a strategic enabler for us, not just a back office tool.

Pros

We love the investor portal - it allows us to communicate with our investors more often and with greater impact. Its inbuilt flexibility give us confidence if will be for purpose and our product offering expands. The efficiency gains evident to date will allow us significant growth, without the operation overhead increases.

Cons

As a relatively early adopter some modifications were required to meet our needs. Having said that the team were very response in providing those solutions.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Ease of use and the additional functionality

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MA

Mark A.

Chief Financial Officer

Venture Capital & Private Equity

### "Excellent fund administration platform - great value and user experience"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 22, 2025

Our experience has been excellent. The fundamental capabilities are rock solid, and the team's responsiveness gives us confidence in the platform's evolution. For VC funds comfortable being early adopters and working collaboratively with a responsive team, Caruso is an outstanding choice.

Pros

The value for money is outstanding compared to traditional fund administrators. Caruso has an elegant, intuitive interface that makes daily fund operations genuinely pleasant to use. The core functionality - investor onboarding, AML/KYC compliance, document repository, and investor communications - is executed exceptionally well. The platform clearly focuses on getting the fundamentals right, and it shows in the quality of the user experience.

Cons

As the first VC fund to onboard with Caruso, we've encountered some features that are still being developed for the venture capital market. The platform was primarily built for real estate funds, so we occasionally need to apply workarounds for certain VC-specific workflows. However, the Caruso team has been very responsive and collaborative as they expand their venture capital capabilities.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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