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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Build features, but not apps Build contextual internal features into your apps to streamline work and boost productivity. Take workflows to the Next Level. You can build anything with interfaces as steps, native tables support, multi-level branches, and automatic performance optimization.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
Pipedrive Yes 
Salesforce Yes 
Shopify Yes 
Zendesk Yes 
AWeber Yes 
Airtable No 
Constant Contact Yes 
Google Docs Yes 
HubSpot Service Hub Yes 
Mailchimp Yes 
Make Yes 
Microsoft Excel No 
NetSuite Yes 
Trello Yes 
Twilio Yes 

Integrations

Gmail Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
Pipedrive Yes 
Salesforce Yes 
Shopify Yes 
Zendesk Yes 
AWeber No 
Airtable Yes 
Constant Contact No 
Google Docs No 
HubSpot Service Hub No 
Mailchimp No 
Make No 
Microsoft Excel Yes 
NetSuite No 
Trello No 
Twilio No 

Pricing Details

$18 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

$8 per month
Free Trial No 
Free Version Yes 

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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Vendor Details

Company Name

Ply

Founded

2021

Website

ply.io

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 

Product Features

No-Code Development

AI-Assisted Development No 
Business Process Automation No 
Collaborative Development No 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop No 
Integrations Management No 
Iteration Management No 
Performance Monitoring No 
Requirements Management No 
Templates No 
Visual Modeling No 
Web / Mobile App Development No 
Workflow Management No 

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