BlueCamroo

BlueCamroo

BlueCamroo Inc.
The Archway Platform

The Archway Platform

SEI Family Office Services
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About

BlueCamroo is a SaaS Business Management Platform that combines many essential business services in a single, easily adoptable and affordable business solution. Designed specifically for SMB’s, it offers them the scope and whole-business approach of a larger enterprise level system, yet delivered in a much more manageable manner. This fully integrated approach makes work more efficient than a cluster of stitched together single-purpose applications, delivers better data security, is easier to learn, adopt, use, manage, and is less expensive. Our unique User-Role subscription model allows each user to be assigned a single or multiple user roles matched with features essential to fulfil their job requirements: • CRM • Sales & Marketing • Projects • Support It grows in unison with SMBs needs through gradual adoption into different business units, while progressively eliminating single-purpose applications. One application to manage the entire customer lifecycle.

About

In the early 2000s, SEI Family Office Services created a sophisticated, enterprise wealth management platform to give family offices and financial institutions a simpler alternative to disconnected, single-purpose technology solutions. Withstanding the test of time and advancing every step of the way, the Archway Platform makes the complex look simple, unifying the accounting, investment data aggregation and reporting tools you need within a single, integrated platform. Designed on top of a core general ledger, the technology automates the creation of accounting records across dozens of business functions, like traditional and alternative investment transactions, cash movements, bill payments, fee calculations and capital distributions, allowing your accounting, investment and administrative teams to work within the same application. Plus, the Archway Platform's built-in reporting engine allows you to leverage all of the underlying data to produce comprehensive financial reporting.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

BlueCamroo can benefit any SMB that needs a business solution which can potentially support their entire organization and offers 360-degree view of their customers. BlueCamroo’s ideal customer is a small or medium size business with less than 100 employees offering B2B project based services (not exclusively), and actively supports their clients.

Audience

Companies seeking a wealth management solution designed to give a 360-degree view of their client’s wealth

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlueCamroo Inc.
Founded: 2009
Canada
www.bluecamroo.com

Company Information

SEI Family Office Services
Founded: 2017
United States
www.archwaytechnology.net/sei-archway-platform

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Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Authorize.Net
Babylon
Chase Merchant Services
Constant Contact
Facebook
FreshBooks
GoTo Meeting
Google Drive
Mailchimp
Microsoft Outlook
Moneris
NodeOps
QuickBooks Online Advanced
ShareFile
Slack
Wave Accounting
X (Twitter)
Xero
Zoom

Integrations

Authorize.Net
Babylon
Chase Merchant Services
Constant Contact
Facebook
FreshBooks
GoTo Meeting
Google Drive
Mailchimp
Microsoft Outlook
Moneris
NodeOps
QuickBooks Online Advanced
ShareFile
Slack
Wave Accounting
X (Twitter)
Xero
Zoom
Claim BlueCamroo and update features and information
Claim BlueCamroo and update features and information
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Claim The Archway Platform and update features and information