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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

About

PerfectApps puts the power to create completely customized no-code solutions in your hands. Subject matter experts can build enterprise-ready web apps, web forms and reports in days or weeks instead of months – without coding. Using a visual designer, simply drag & drop pre-coded elements on a canvas to build the entire application. The no-code approach removes coding as a barrier between ideas and solutions. With our no-code development platform, you can: • Build & deploy web apps, web forms and reports • Automate simple or complex workflows • Send automated notifications and escalations • Create impressive drill down reports with data grids, graphs, & charts • Get full visibility to your workflow processes • Integrate with LDAP, databases and other 3rd party apps • Host in the Cloud or on your servers

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

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.

Audience

Subject matter experts across departments including human resources, finance, marketing, sales, operations, IT, and customer support.

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

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

Pricing

$500 per month
Pricing starts at $500 per month & billed annually for 6 licenses
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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Effortless to create forms for subscription and contact info forms. Attractive and mobile-friendly. Centralized form data for easy analysis. Easy integrations with email marketing platforms.
  • Form automation. Reporting and data collection features. Great tutorial videos. Affordable plans and 30-day free trial. Responsive helpdesk.
  • Easy to design forms and workflow application. No programming required, just some drag and drop and you are done. Many design available which helps to match your requirement. Clean and simple user interface.
  • PerfectForms has been crucial for our business. It makes building out forms for our data collection processes a breeze. Definitely one of the best forms automation solutions out there right now.

Cons

  • I never encountered any problem with this platform.
  • Forms are not responsive. Steep learning curve for beginners.
  • Honestly I didn't find any cons. It easily gets your job done.
  • Can have a bit of a learning curve but not too bad compared to other similar solutions. Small price to pay for the vast capabilities of PerfectForms.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Next Matter
Founded: 2018
Germany
nextmatter.com

Company Information

PerfectApps
Founded: 2008
United States
www.perfectapps.com

Alternatives

Alternatives

altaFlow

altaFlow

airSlate

Categories

Categories

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

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

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

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

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

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Online Form Builders Features

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Integrations

Mailchimp
Microsoft 365
Salesforce
Slack
Zendesk
AWeber
Adobe Acrobat Sign
Basecamp
Calendly
Copper
Gmail
Google Sheets
HubSpot CRM
Instagram
LDAP
NetSuite
QuickBooks Online
ServiceNow
Twilio

Integrations

Mailchimp
Microsoft 365
Salesforce
Slack
Zendesk
AWeber
Adobe Acrobat Sign
Basecamp
Calendly
Copper
Gmail
Google Sheets
HubSpot CRM
Instagram
LDAP
NetSuite
QuickBooks Online
ServiceNow
Twilio
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