Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Proven software for forms and process automation enhances efficiency in practice. It promotes user-friendliness, accelerates processes, and facilitates quicker realization of value. With TAP’s intuitive drag-and-drop interface, workflows and digitized forms can be effortlessly created and launched within hours or days instead of taking months, significantly speeding up execution compared to conventional methods. This fosters enhanced collaboration and swift teamwork, even across various departments and external partners. Additionally, features like automated notifications, e-signatures, and role-based access guarantee that contributions are timely and appropriate. Managers gain insights into each workflow, allowing them to monitor and optimize performance effectively. Users can access and share commonly stored assets, while all workflows and documents are securely archived for future reference and audits. Best practices and compliance requirements can be seamlessly integrated into each workflow to reduce risks. Furthermore, the automation of repetitive tasks not only minimizes human error but also lowers costs, ultimately providing a fast return on investment and value realization. This innovative approach not only streamlines processes but also enhances overall productivity across the organization.
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
Yes
API Access
Has API
Yes
Integrations
AWeber
No
Adobe Marketo Engage
No
Gmail
No
Google Docs
No
Google Sheets
No
HubSpot CRM
No
HubSpot Customer Platform
No
HubSpot Service Hub
No
Intercom
No
Mailchimp
No
Integrations
AWeber
Yes
Adobe Marketo Engage
Yes
Gmail
Yes
Google Docs
Yes
Google Sheets
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
HubSpot Service Hub
Yes
Intercom
Yes
Mailchimp
Yes
Pricing Details
No price information available.
Free Trial
Yes
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
No
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
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Mitratech
Founded
1987
Country
United States
Website
mitratech.com/products/workflow-automation-tap/
Vendor Details
Company Name
Next Matter
Founded
2018
Country
Germany
Website
nextmatter.com
Product Features
Business Process Management
Access Controls / Permissions
No
Alerts / Notifications
Yes
Business Process Automation
No
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
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
Workload Automation
Alerts / Notifications
Yes
Audit Trails
Yes
Business Process Management
Yes
Cross-Platform Scheduling
Yes
Dashboard
Yes
Data Analysis / Visualization
Yes
Event-Triggers
Yes
Load Balancing
Yes
Resource-Based Scheduling
Yes
Robotic Process Automation (RPA)
Yes
Workflow Foundation Support
Yes
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