SS&C Chorus logo

SS&C Chorus

by SS&C Technologies · Since 1986
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Active6+ countriesCloudOn-premise
Quick facts
VendorSS&C Technologies
Year launched1986
StatusActive
Location200 S. Wacker Drive Suite 3100 Chicago, IL 60606 USA
Countries served6+
Languages7
Integrations23+
Free tier
Free trialYES
Contact salesYES

About SS&C Chorus

SS&C Chorus is a portfolio management software from SS&C Technologies that supports investment management processes. It combines reliable data analytics, reporting tools, and integrated workflow capabilities so users can make informed decisions based on real-time insights. The platform is designed for investment firms looking to improve their operational efficiency and data accuracy. It provides tools to manage portfolios, analyze performance, and simplify compliance reporting. Key capabilities: data analytics reporting tools workflow management portfolio management compliance tracking Best for: investment professionals that need to manage and analyze investment portfolios effectively.

SS&C Chorus is a comprehensive workflow management software developed by SS&C Technologies, designed to streamline and automate business processes through intelligent automation and case management technologies. The software integrates various aspects of business process management, including digital workflow, low-code automation, and AI-driven document automation, into a centralized user interface. This unified approach allows users to manage and transform their business processes efficiently. The user interface of SS&C Chorus is intuitive and user-friendly, featuring a drag-and-drop interface that simplifies the creation and modification of workflows. The design is visually appealing and easy to navigate, making it accessible even for users with limited technical expertise. The interface also includes multiple integration options, allowing seamless connectivity with other systems and tools. In terms of functionality and features, SS&C Chorus stands out with its innovative capabilities. The software leverages machine learning, robotic process automation (RPA), and natural language processing to optimize business processes. It offers digital process automation, case management, and operational analytics, enabling users to digitize, classify, and extract information from paper documents.

Pros & Cons

What users like
  • +1. Business Process Automation (BPA): Automates workflows and processes to improve efficiency and productivity.
  • +2. Digital Process Automation (DPA): Specifically automates digital tasks within workflows.
  • +3. Case Management: Manages complex customer cases with multiple tasks, documents, and people involved.
  • +4. Work Orchestration: Intelligently routes work to the right resource (human or digital) at the right time.
  • +5. Content Management: Securely stores and provides access to various content types (data, documents) used within processes.
  • +6. Rules Management: Defines, implements, and manages business rules to guide decision-making within processes.
  • +7. Multi-Experience Communication: Creates and delivers personalized messages to customers as part of business processes.
  • +8. Operational Analytics: Provides real-time insights into operations, tracks work progress, identifies errors, and monitors productivity.
  • +9. Role-Based Workspaces: Provides role-based access to processes and content for improved collaboration.
  • +10. Improved Customer Experience: Streamlines processes and personalizes communication for better customer journeys.
  • +11. Reduced Operational Risk: Automates decisions and enforces compliance to mitigate risks.
What users flag
  • 1. Implementation Complexity: The extent of required setup and integration with existing systems is unclear.
  • 2. Vendor Lock-In: Relying on a single vendor for core business process management could limit flexibility and potentially increase costs in the long run.

Features

Key features

1. Work Orchestration
An AI-powered engine that assigns tasks to the right people or digital workers at the right time.
2. Content Management
Securely stores and provides access to all types of content (data and documents) used within business processes.
3. Rules Management
Defines, executes, and monitors business rules to automate decision-making within processes.
4. Role-Based Workspaces
Provides role-based access to processes and content, enabling efficient collaboration.
5. Multi-Experience Communication
Creates and delivers personalized messages to customers as part of business processes.

Additional features

1. Business Process Management (BPM)
Suite for automating and optimizing business processes.
2. Digital Process Automation (DPA)
Capability to automate tasks within business processes.
3. Case Management
Manages customer cases, including tasks, documents, and participants.
4. Operational Analytics
Provides real-time insights into process performance and workforce activity.
5. Work Orchestration
Assigns tasks to the right people or digital workers.
6. Content Management
Stores and manages all types of content used in processes.
7. Rules Management
Defines, executes, and monitors business rules.
8. Role-Based Workspaces
Provides role-based access to processes and content.
9. Multi-Experience Communication
Creates and delivers personalized messages to customers.
10. Customer Journey Management
Tailors processes to improve the customer experience.
11. Workflow Management
Manages workflows from start to finish.
12. Straight-Through Processing (STP)
Accelerates processing by automating tasks.
13. Resource Allocation
Delivers the right work to the right resource.
14. Work Automation
Automates tasks and decisions within processes.
15. Application Integration
Integrates with various applications.
16. Operational Risk Mitigation
Reduces operational risks through automation.
17. Compliance Enforcement
Enforces compliance with regulations.
18. Quality Automation
Automatically checks the quality of work.
19. Process Monitoring
Monitors all work in one place.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

6
Countries served
7
Interface languages
17
Billing currencies

Available in

Germany🇺🇸USBrazilJapanKoreaPortugal

Interface languages

EnglishJapanese (日本語)German (Deutsch)French (Français)Spanish (Español)Portuguese (Português)Korean (한국어)

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇴NOK🇩🇰DKK🇳🇿NZD🇸🇬SGD🇭🇰HKD🇰🇷KRW🇮🇳INR🇷🇺RUB

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