Carta Carry
Your back office, in your back pocket
Carta Carry is your mobile command center, making managing your fund faster, more accurate, and more transparent.
Transparency
Get a total view into your fund’s tasks—see when they’re received, who’s working on them, and their progress.
Accuracy
Cut errors caused by the back-and-forth. Structured workflows ensure the right info is in the right places.
Speed
Request, review, and approve tasks in seconds. Handle your fund’s tasks wherever you are—no desktop required.
Run your fund wherever you are
Your fund at your fingertips
Focusing on actions and to-dos, Carta Carry empowers you to take control of your fund.
Track your tasks
Track your tasks
Know the status of your task without the ask. Get a transparent view of your fund’s tasks and track their progress—from start to finish.
Always be in the know
Always be in the know
Stay notified with updates on task statuses, incoming messages, or when action is needed through real-time push notifications to your home screen.
A direct line to your FA team
A direct line to your FA team
Run your fund with more efficiency and organization by de-clogging your inbox and consolidating communication threads in one place—the Carta Carry app.
Make approvals with a tap
Make approvals with a tap
Sometimes approvals need to happen, now. Whether heading to a meeting, commuting home, or rushing to the airport—you can make approvals with just a tap, wherever you are.
To now be able to track fund admin workflows on-the-go, it’s a great productivity boost for our firm.
Now I don’t have to follow-up for a status update to make sure my tasks are advancing. I can track that from my phone.
With travel back on, I can now have people approving stuff without spending the time pulling out their laptops to do so.
An app focused on to-dos is a game changer. It puts all my action items in an accessible space, not my crowded inbox.
Push notifications are a reminder that something is ready for review, and I love that I can now action it from my phone.
