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About

FileTrail® is the industry-leading information governance software suite for highly-regulated markets throughout North America, the UK, and Europe. Since 2000, FileTrail has served forward-thinking organizations in the legal, corporate, and government markets by providing a centralized, clear view of all data within an organization across multiple repositories, including both physical records and electronic files. Designed as a fully integrated, enterprise software, FileTrail provides a modern data governance solution to help organizations automate compliance with internal policies, governmental regulations, and outside counsel guidelines (OCG), create custom policies and taxonomies per industry, and reduce risk through retention and disposition management to dramatically reduce costs.

About

Next Matter is the orchestration platform built for regulated financial operations. Asset managers, fund administrators, and asset servicing teams use Next Matter to run capital calls, NAV processes, investor and LP onboarding, KYC/AML, and subscriptions and redemptions — with governance built in by default, not bolted on. Every workflow ships with maker-checker approvals, exception handling, and a timestamped audit trail out of the box, so operations teams get regulator-ready evidence without extra engineering work. Ops teams build and change their own workflows — live in days, not months — and Next Matter augments the existing stack (ledgers, CRMs, KYC providers) rather than replacing it. Role-based views give task owners, oversight teams, and external guests exactly the interface they need. Trusted by regulated financial operations teams across Europe and the US

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

Document Management platform for companies

Audience

Operations, compliance, and audit leads at asset managers, fund administrators, and financial services firms across Europe and the US who need auditable, governed workflows without long engineering cycles.

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

No information available.
Free Version
Free Trial

Pricing

$18 per user per month
Billed annually
Free Version
Free Trial

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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FileTrail
www.filetrail.com

Company Information

Next Matter
Founded: 2018
Germany
nextmatter.com

Alternatives

Alternatives

Extrieve

Extrieve

Extrieve Technologies Pvt. Ltd

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Low-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

AWeber
Constant Contact
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
IBM StreamSets
Intercom
Mailchimp
Make
Microsoft 365
NetSuite
Pipedrive
Salesforce
Shopify
Slack
Trello
Twilio
Xero
Zendesk

Integrations

AWeber
Constant Contact
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
IBM StreamSets
Intercom
Mailchimp
Make
Microsoft 365
NetSuite
Pipedrive
Salesforce
Shopify
Slack
Trello
Twilio
Xero
Zendesk
Claim FileTrail Records Management and update features and information
Claim FileTrail Records Management and update features and information
Claim Next Matter and update features and information
Claim Next Matter and update features and information