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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

Workflow and Task Management represents the user-centric segment of Decisions.com’s all-encompassing workflow and rules platform. By offering visual development environments for creating forms, reports, workflows, and dashboards, this software enables organizations to streamline their business processes, assign tasks, establish intervention procedures, and monitor the lifecycle of work items. Essential functionalities encompass double-blind data entry, purchase order requests and approvals, data and file collection, customer onboarding, application processing, and inventory oversight, among various other capabilities. This comprehensive tool not only enhances operational efficiency but also fosters better collaboration across teams, ensuring that all tasks are executed seamlessly and effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWeber
Constant Contact
Facebook
Google Docs
Google Sheets
HubSpot Customer Platform
Intercom
Mailchimp
Make
Microsoft 365
Microsoft Excel
NetSuite
Salesforce
Shopify
Slack
Trello
Twilio
X (Twitter)
Zapier
Zendesk

Integrations

AWeber
Constant Contact
Facebook
Google Docs
Google Sheets
HubSpot Customer Platform
Intercom
Mailchimp
Make
Microsoft 365
Microsoft Excel
NetSuite
Salesforce
Shopify
Slack
Trello
Twilio
X (Twitter)
Zapier
Zendesk

Pricing Details

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

Pricing Details

$2500.00/month
Available in server-based licensing on a subscription or perpetual basis.
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

Decisions

Founded

2010

Country

United States

Website

www.decisions.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

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

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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