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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

Build features, not apps. Supercharge work and streamline processes by building contextual, internal features into the apps you already use. Take workflows to the next level. With interfaces as steps, native support for tables, multi-level branching, and automatic performance optimization you can really build anything.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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

Teams that want to build custom solutions that can automate repetitive tasks, connect their apps and maximise productivity.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$18 per user per month
Billed annually
Free Version Not Supported
Free Trial Supported

Pricing

$8 per month
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Next Matter
Founded: 2018
Germany
nextmatter.com

Company Information

Ply
Founded: 2021
ply.io

Alternatives

Alternatives

QR Inventory

QR Inventory

AHG, Inc.

Categories

Categories

No-Code Development Features

AI-Assisted Development Not Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Not Supported
Deployment Management Not Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Not Supported
Performance Monitoring Not Supported
Requirements Management Supported
Templates Not Supported
Visual Modeling Not Supported
Web / Mobile App Development Supported
Workflow Management Supported

Business Process Management Features

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

Low-Code Development Features

AI-Assisted Development Not Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Not Supported
Deployment Management Not Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Not Supported
Performance Monitoring Not Supported
Requirements Management Supported
Templates Not Supported
Visual Modeling Not Supported
Web / Mobile App Development Supported
Workflow Management Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Gmail Supported
Google Sheets Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Pipedrive Supported
Salesforce Supported
Shopify Supported
Zendesk Supported
AWeber Supported
Adobe Marketo Engage Supported
Constant Contact Supported
Google Docs Supported
HubSpot Service Hub Supported
Mailchimp Supported
Make Supported
Microsoft 365 Supported
Microsoft Excel Not Supported
Trello Supported
Twilio Supported

Integrations

Gmail Supported
Google Sheets Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Pipedrive Supported
Salesforce Supported
Shopify Supported
Zendesk Supported
AWeber Not Supported
Adobe Marketo Engage Not Supported
Constant Contact Not Supported
Google Docs Not Supported
HubSpot Service Hub Not Supported
Mailchimp Not Supported
Make Not Supported
Microsoft 365 Not Supported
Microsoft Excel Supported
Trello Not Supported
Twilio Not Supported
Claim Next Matter and update features and information
Claim Next Matter and update features and information
Claim Ply and update features and information
Claim Ply and update features and information