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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

Expand your solution across the enterprise by personalizing it with standard XML object declarations and SQL-based logic development. Utilize built-in integrations for platforms such as Active Directory, Exchange server, RPA, and various email clients. Additionally, incorporate custom integrations using REST APIs and web services to further enhance functionality. Streamline your organization's processes within a unified system, pinpoint challenges affecting daily operations, eliminate data silos, and minimize manual interventions. The Oriana Workflow Management Software fosters transparency and enhances control over enterprise processes. Capable of managing the entirety of back-office operations, the Oriana Workflow System provides a contemporary IT solution that addresses essential functions in areas ranging from HR to procurement. With comprehensive process design and automated task management, the system guarantees improved business process optimization, cost efficiency, and effective work distribution, ultimately contributing to the overall success of your organization. Embracing such technology not only simplifies operations but also positions your enterprise for future growth and adaptability.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWeber
Adobe Marketo Engage
Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Make
Microsoft 365
Pipedrive
Salesforce
Shopify
Slack
Trello
Twilio
Xero

Integrations

AWeber
Adobe Marketo Engage
Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Intercom
Mailchimp
Make
Microsoft 365
Pipedrive
Salesforce
Shopify
Slack
Trello
Twilio
Xero

Pricing Details

$18 per user per month
Billed annually
Free Trial
Free Version

Pricing Details

No price information available.
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

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Vendor Details

Company Name

Oriana

Founded

2002

Country

Hungary

Website

orianasoftware.com/platform/

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

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

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

Alternatives

Alternatives