Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FileTrail® stands out as the premier information governance software suite tailored for highly-regulated sectors across North America, the UK, and Europe. Since its inception in 2000, FileTrail has been dedicated to empowering innovative organizations within the legal, corporate, and governmental domains by offering a centralized and transparent overview of all data across various repositories, encompassing both physical documents and digital files. This fully integrated enterprise software is crafted to deliver a contemporary data governance solution that aids organizations in automating adherence to internal policies, governmental regulations, and outside counsel guidelines (OCG). Additionally, it enables the creation of customized policies and taxonomies specific to different industries while effectively mitigating risks associated with retention and disposition management, ultimately leading to significant cost reductions. Furthermore, FileTrail's commitment to continuous improvement ensures that organizations can adapt to evolving compliance environments with ease and efficiency.
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
AWeber
No
Adobe Marketo Engage
No
Constant Contact
No
Gmail
No
Google Docs
No
Google Sheets
No
HubSpot CRM
No
HubSpot Customer Platform
No
HubSpot Service Hub
No
Intercom
No
Integrations
AWeber
Yes
Adobe Marketo Engage
Yes
Constant Contact
Yes
Gmail
Yes
Google Docs
Yes
Google Sheets
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
HubSpot Service Hub
Yes
Intercom
Yes
Pricing Details
No price information available.
Free Trial
No
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FileTrail
Website
www.filetrail.com
Vendor Details
Company Name
Next Matter
Founded
2018
Country
Germany
Website
nextmatter.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
No
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