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Description
Stop spending days or weeks chasing down paperwork. Or trying to keep track in your inbox. With frevvo's drag-and-drop tools, automate any workflow quickly. No programming or I.T. No coding or I.T. knowledge is required. You don't need to know any programming skills to create dynamic forms or complex workflows. JavaScript is your preferred method. You can do it, too. It's easy to get started: we have templates for almost all situations (check them out), plus wizards and a stellar support team to help you set everything up. Are you tired of having to go through approvals? Let frevvo handle the approvals so you can focus on the important stuff. Are there different approval processes for different amounts of purchase orders? No problem, your workflows can be adjusted as needed. You can avoid errors, get all the information that you need the first time, and stop worrying about whether the numbers are correct.
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
No
API Access
Has API
Yes
Integrations
Adobe Marketo Engage
No
Box
Yes
Constant Contact
No
Gmail
No
Google Docs
No
Google Sheets
No
Google Workspace
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
HubSpot Service Hub
No
Integrations
Adobe Marketo Engage
Yes
Box
No
Constant Contact
Yes
Gmail
Yes
Google Docs
Yes
Google Sheets
Yes
Google Workspace
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
HubSpot Service Hub
Yes
Pricing Details
$135 per month
Free Trial
Yes
Free Version
No
Pricing Details
$18 per user per month
Billed annually
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
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)
No
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
Frevvo
Founded
2008
Country
United States
Website
www.frevvo.com
Vendor Details
Company Name
Next Matter
Founded
2018
Country
Germany
Website
nextmatter.com
Product Features
Low-Code Development
AI-Assisted Development
No
Business Process Automation
Yes
Collaborative Development
No
Data Aggregation and Publishing
No
Deployment Management
Yes
Drag & Drop
Yes
Integrations Management
Yes
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
Yes
Web / Mobile App Development
No
Workflow Management
No
No-Code Development
AI-Assisted Development
No
Business Process Automation
No
Collaborative Development
No
Data Aggregation and Publishing
No
Deployment Management
No
Drag & Drop
No
Integrations Management
No
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
No
Visual Modeling
No
Web / Mobile App Development
No
Workflow Management
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
No
Workflow Configuration
Yes
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
