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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Business teams can now seamlessly integrate apps and data in a quick and efficient manner. By allowing these teams to access IT-governed data through simple clicks instead of complex coding, the dependency on development resources is eliminated. This approach fosters collaboration between business teams and IT, enabling them to initiate their own integration projects with the help of IT-created templates and assets. Additionally, IT can effectively oversee all integrations without hindering business progress. With an easy-to-use interface, users can connect various systems like Salesforce, Netsuite, Workday, Slack, and many others. The process of building projects becomes faster with IT-approved, ready-to-use connectors and live data previews. Furthermore, organizations can unlock data securely from any application, utilizing a robust tool that IT trusts for scalability and security. By equipping business teams with the necessary resources to link systems, organizations can enhance their operational speed. This not only empowers business teams to accelerate their initiatives but also facilitates the sharing of customized assets and templates for greater efficiency and collaboration. In this way, businesses can thrive in a rapidly evolving digital landscape.

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

NetSuite Yes 
Salesforce Yes 
Slack Yes 
Adobe Marketo Engage No 
Constant Contact No 
Gmail No 
Google Docs No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Service Hub No 
Intercom No 
Make No 
Microsoft 365 No 
Microsoft Excel Yes 
MuleSoft Anypoint Platform Yes 
MuleSoft RPA Yes 
Shopify No 
Tableau Yes 
Trello No 
Zapier No 

Integrations

NetSuite Yes 
Salesforce Yes 
Slack Yes 
Adobe Marketo Engage Yes 
Constant Contact Yes 
Gmail Yes 
Google Docs Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Service Hub Yes 
Intercom Yes 
Make Yes 
Microsoft 365 Yes 
Microsoft Excel No 
MuleSoft Anypoint Platform No 
MuleSoft RPA No 
Shopify Yes 
Tableau No 
Trello Yes 
Zapier Yes 

Pricing Details

No price information available.
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 No 
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

Salesforce

Founded

1999

Country

United States

Website

composer.mulesoft.com

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration No 
Process Change Tracking Yes 
Process Mapping No 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Integration

Dashboard No 
ETL - Extract / Transform / Load Yes 
Metadata Management No 
Multiple Data Sources No 
Web Services No 

Workflow Management

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

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