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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

Deliver workflows and real-time visibility across your operations so your teams can outpace change. Extend and connect data, processes, and workflows to drive deeper insight and automation across complex processes and disparate systems. Adapt your operations faster to respond to opportunities and risks. Tailor workflows to support the unique, ever-changing ways your people work. Create new workflows to respond to emerging challenges and support new ways of working in days, not weeks. Create, connect, govern  and continually improve  an ecosystem of  custom digital solutions on a secure platform for your most critical data and processes. Transform the way your data is used and safely empower your people to deliver real-time insights from one unified platform. Unlock your team's potential. Get started with Quickbase today.

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 Supported
iPad Supported
Android 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

IT leaders and business managers and decision-makers

Support

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

Support

Phone Support Supported
24/7 Live Support 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

No information available.
Free Version Not Supported
Free Trial 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 5.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Segmenting databases with customer information is a really fast process, which leaves us time to manage and apply prospecting tools, and to know which customer groups could benefit the most from certain marketing strategies. Quick Base allows the importing of databases through external services.

Cons

  • Generally we would disagree that Quickbase does not have asset management features, but it is fully compensated by being able to manage direct integrations to Quick Base that take care of this area. A big problem with Quick Base is that it doesn't offer many options in terms of customizing the list view of services.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Next Matter
Founded: 2018
Germany
nextmatter.com

Company Information

Quickbase
Founded: 1999
United States
www.quickbase.com

Alternatives

Alternatives

Intellimas

Intellimas

Singletree Technologies
Ninox

Ninox

Ninox Software
HSI Donesafe

HSI Donesafe

Donesafe

Categories

Categories

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

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

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

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not 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 Not Supported
Integrations Management Not Supported
Iteration Management Not Supported
Performance Monitoring Not Supported
Requirements Management Not Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

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 Not Supported
Integrations Management Not Supported
Iteration Management Not Supported
Performance Monitoring Not Supported
Requirements Management Not Supported
Templates Supported
Visual Modeling 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 Supported
Compliance Tracking Supported
Configurable Workflow Not Supported
Customizable Dashboard Not Supported
Document Management Not Supported
Forms Management Not Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Application Development Features

Access Controls/Permissions Supported
Code Assistance Not Supported
Code Refactoring Not Supported
Collaboration Tools Not Supported
Compatibility Testing Not Supported
Data Modeling Supported
Debugging Not Supported
Deployment Management Not Supported
Graphical User Interface Not Supported
Mobile Development Supported
No-Code Not Supported
Reporting/Analytics Supported
Software Development Not Supported
Source Control Not Supported
Testing Management Not Supported
Version Control Not Supported
Web App Development Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction Management Features

Accounting Integration Supported
Budget Tracking/Job Costing Supported
Change Orders Supported
Commercial Supported
Contract Management Supported
Contractors Supported
CRM Supported
Equipment Tracking Supported
Estimating Supported
Incident Reporting Supported
Mobile Access Supported
Offline Access Not Supported
Residential Supported
RFI & Submittals Supported
Subcontractor Management Supported
Timesheets Supported

Database Features

Backup and Recovery Not Supported
Creation / Development Supported
Data Migration Not Supported
Data Replication Not Supported
Data Search Supported
Data Security Supported
Database Conversion Not Supported
Mobile Access Supported
Monitoring Supported
NOSQL Supported
Performance Analysis Not Supported
Queries Not Supported
Relational Interface Supported
Virtualization Not Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Integrations

Adobe Marketo Engage Supported
Gmail Supported
NetSuite Supported
Salesforce Supported
Slack Supported
Zapier Supported
Zendesk Supported
Creatrix Campus Not Supported
Domo Not Supported
Enerflo Not Supported
Enzy Not Supported
GetProspect Not Supported
Mad Mimi Not Supported
Make Supported
Microsoft 365 Supported
Unifonic Not Supported
Workato Not Supported
Wufoo Not Supported
Xero Supported
eBridge Not Supported

Integrations

Adobe Marketo Engage Supported
Gmail Supported
NetSuite Supported
Salesforce Supported
Slack Supported
Zapier Supported
Zendesk Supported
Creatrix Campus Supported
Domo Supported
Enerflo Supported
Enzy Supported
GetProspect Supported
Mad Mimi Supported
Make Not Supported
Microsoft 365 Not Supported
Unifonic Supported
Workato Supported
Wufoo Supported
Xero Not Supported
eBridge Supported
Claim Next Matter and update features and information
Claim Next Matter and update features and information
Claim Quickbase and update features and information
Claim Quickbase and update features and information