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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
Make No 
Microsoft 365 No 
Mitratech TeamConnect Yes 
Salesforce No 
Shopify No 
Slack No 
Trello No 
Twilio No 
Zapier No 
Zendesk 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 
Make Yes 
Microsoft 365 Yes 
Mitratech TeamConnect No 
Salesforce Yes 
Shopify Yes 
Slack Yes 
Trello Yes 
Twilio Yes 
Zapier Yes 
Zendesk 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 

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