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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Leonardo247 offers a forward-thinking solution for real estate professionals, helping to streamline processes and enhance operational efficiency, which leads to exceptional performance and adherence to regulations. In an industry where teams juggle numerous responsibilities, it's challenging for anyone to master every aspect. With Leonardo247, you gain a structured framework to manage and refine your best practices related to risk management, preventive maintenance, and comprehensive property operations. By automating workflows, tasks, and inspections, the platform helps remove obstacles and fosters transparency throughout your organization. Regardless of experience level, every team member can transition from mere busyness to genuine productivity. This powerful, user-friendly platform empowers daily operations across your entire portfolio, ensuring that your organization operates with consistency, clarity, and complete accountability. Ultimately, adopting Leonardo247 can transform the way your teams work together, leading to improved outcomes and a more cohesive environment.

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

Adobe Marketo Engage
Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Make
Pipedrive
Salesforce
Shopify
Slack
Trello
Twilio
Xero
Zapier
Zendesk

Integrations

Adobe Marketo Engage
Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Make
Pipedrive
Salesforce
Shopify
Slack
Trello
Twilio
Xero
Zapier
Zendesk

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

Leonardo247

Founded

2014

Country

United States

Website

leonardo247.com

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

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

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

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Alternatives

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