Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Assign tasks to users, establish a systematic flow for requests, and designate approvers for each stage of the workflow. Users can conveniently view the workflows allocated to them through their individual user access dashboards. At any moment, it is possible to verify if the concluded requests adhered to the appropriate process flow. Additionally, you can acquire a comprehensive record of the entire sequence of events in the process. Monitor the real-time status of every initiated request, while keeping tabs on those that are pending or significantly overdue, including details about their creators. Every participant involved in the workflow will receive notifications regarding the progress of the tasks. Furthermore, approvers will be sent automated reminders concerning the tasks awaiting their approval, ensuring that nothing is overlooked in the process. This comprehensive system enhances accountability and efficiency throughout the workflow management.
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
Integrations
AWeber
Adobe Marketo Engage
Constant Contact
Gmail
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Integrations
AWeber
Adobe Marketo Engage
Constant Contact
Gmail
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Pricing Details
No price information available.
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
Archarina
Country
United States
Website
www.archarina.io/products/organization/arc-workflow
Vendor Details
Company Name
Next Matter
Founded
2018
Country
Germany
Website
nextmatter.com
Product Features
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