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ease
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support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
NetSuite
Salesforce
Slack
Trello
Twilio
Zendesk
3D_Analyzer
Docusign
Dropbox
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Azure
Microsoft Entra ID
Microsoft Power Apps
Microsoft Power BI
PayPal
Shopify
WordPress

Integrations

Microsoft 365
NetSuite
Salesforce
Slack
Trello
Twilio
Zendesk
3D_Analyzer
Docusign
Dropbox
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Azure
Microsoft Entra ID
Microsoft Power Apps
Microsoft Power BI
PayPal
Shopify
WordPress

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
Free Version

Pricing Details

$18 per user per month
Billed annually
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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

Business Process Management

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

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Workflow Management

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

Product Features

Business Process Management

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

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Workflow Management

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

Alternatives

Alternatives