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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.

Description

Orbiq serves as a Trust Center platform that transforms internal compliance efforts into externally verifiable evidence for buyers, auditors, and regulatory bodies. By linking their existing Information Security Management Systems (ISMS), SharePoint, Confluence, or Drive to a customized Trust Center (trust.yourcompany), companies can implement layered access controls—public, restricted, or NDA-protected—ensuring that each stakeholder has access to the appropriate level of information. Designed to meet the demands of the NIS2 and DORA regulations, Orbiq transcends traditional document sharing by offering features such as real-time vendor registers, incident reporting with detailed audit logs, AI-enhanced questionnaire answers, and ongoing monitoring, providing regulated companies with the necessary third-party visibility essential for modern procurement. Unlike other tools that primarily aim to minimize the number of questionnaires, Orbiq delivers a structured and always up-to-date proof layer that financial institutions, regulatory agencies, and corporate buyers now require and expect—stored securely in the EU, incorporating watermarking, download tracking, and comprehensive audit trails. By streamlining compliance and enhancing transparency, Orbiq empowers organizations to navigate the complexities of regulatory requirements with confidence.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Salesforce Yes 
Slack Yes 
Adobe Marketo Engage Yes 
Docusign No 
Gmail Yes 
Google Docs Yes 
Google Drive No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Service Hub Yes 
Intercom Yes 
Mailchimp Yes 
Make Yes 
Microsoft 365 Yes 
NetSuite Yes 
Pipedrive Yes 
Twilio Yes 
Xero Yes 
Zendesk Yes 

Integrations

Salesforce Yes 
Slack Yes 
Adobe Marketo Engage No 
Docusign Yes 
Gmail No 
Google Docs No 
Google Drive Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Service Hub No 
Intercom No 
Mailchimp No 
Make No 
Microsoft 365 No 
NetSuite No 
Pipedrive No 
Twilio No 
Xero No 
Zendesk No 

Pricing Details

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

Pricing Details

$85/month
Free Trial Yes 
Free Version Yes 

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) 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 No 

Types of Training

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

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Vendor Details

Company Name

Orbiq GmbH

Founded

2025

Country

Germany

Website

www.orbiqhq.com

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 

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) Yes 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance Yes 
ISO Compliance Yes 
Incident Management Yes 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control Yes 
Workflow / Process Automation Yes 

Alternatives

Alternatives