Related Products
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About
Take the pain & wasted time out of running your business. Let Flow simplify and automate your growing business. Don’t fall behind your competitors due to operational inefficiencies. Continue to waste time & money on inefficient operations. Lose your passion and creativity with operational headaches. See delays in getting team members working. Business development will stall. Your team will be frustrated with paperwork & multiple software. Service quality will continue to fluctuate. Stop being stressed & overwhelmed, ask for help. Get Flow to simplify, automate, and streamline your business workflows and tasks. Be the super efficient manager & owner in days, not years. It’s about automating your processes, not manually multi-tasking! Your business is unique, and so should be your onboarding, credentialing, & other workflows. Easily create a workflow that works for you with drag & drop features. Assign it based on position, location, employment status, and more.
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Individuals and professionals interested in a solution to simplify and automate their operations to run and grow their business
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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.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$3.99 per month
Free Version
Free Trial
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Pricing
$18 per user per month
Billed annually
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFlow
United States
flowteam.io
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Company InformationNext Matter
Founded: 2018
Germany
nextmatter.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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
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Integrations
AWeber
Constant Contact
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Make
Microsoft 365
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Integrations
AWeber
Constant Contact
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Make
Microsoft 365
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