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Description

AgilePoint's Low-Code Digital Process Platform allows organizations to hasten their digital transformation journey by equipping diverse teams to automate, optimize, or integrate workflows and processes. This capability not only enhances customer experiences but also boosts operational efficiency, fosters revenue growth, and guarantees adaptability and scalability for future challenges. Moreover, the platform supports ongoing improvement initiatives that align with evolving business needs.

Description

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.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
NetSuite Yes 
Salesforce Yes 
Slack Yes 
Trello Yes 
Twilio Yes 
Zendesk Yes 
AWeber No 
Gmail No 
HubSpot CRM No 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
Microsoft Power Automate Yes 
Microsoft Teams Yes 
Okta Yes 
Ping Identity Yes 
Pipedrive No 
SS&C Blue Prism Yes 
UiPath Yes 
X (Twitter) Yes 

Integrations

Microsoft 365 Yes 
NetSuite Yes 
Salesforce Yes 
Slack Yes 
Trello Yes 
Twilio Yes 
Zendesk Yes 
AWeber Yes 
Gmail Yes 
HubSpot CRM Yes 
Microsoft Dynamics 365 No 
Microsoft Outlook No 
Microsoft Power Automate No 
Microsoft Teams No 
Okta No 
Ping Identity No 
Pipedrive Yes 
SS&C Blue Prism No 
UiPath No 
X (Twitter) No 

Pricing Details

$39/month/user
Available in named user based pricing, e.g. $39/month/user, or concurrent user based pricing for mid-size and large enterprises. Please contact us for details.
Free Trial Yes 
Free Version Yes 

Pricing Details

$18 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AgilePoint

Founded

2003

Country

United States

Website

www.agilepoint.com

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Product Features

Application Development

Access Controls/Permissions Yes 
Code Assistance No 
Code Refactoring No 
Collaboration Tools Yes 
Compatibility Testing Yes 
Data Modeling Yes 
Debugging Yes 
Deployment Management Yes 
Graphical User Interface Yes 
Mobile Development Yes 
No-Code Yes 
Reporting/Analytics Yes 
Software Development Yes 
Source Control Yes 
Testing Management Yes 
Version Control Yes 
Web App Development Yes 

Business Process Management

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

Low-Code Development

AI-Assisted Development Yes 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management No 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Workflow Management

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

Product Features

Business Process Management

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

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management Yes 
Templates No 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management Yes 
Templates No 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

Workflow Management

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

Alternatives

Alternatives