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What is Next Matter?

Regulated financial operations run on process — and Next Matter is where those processes live. Fund administrators, asset managers, and asset servicing teams use the platform to build and run the workflows that keep operations compliant: onboarding investors and LPs, processing capital calls and NAV, handling KYC/AML checks, managing subscriptions and redemptions. What sets it apart is that compliance isn't an add-on. Every process comes with four-eyes approval, exception handling, and a full timestamped record baked in from day one — so when a regulator asks for evidence, it's already there. No engineering team required either: operations staff design and adjust their own workflows directly, with changes live within days. And it's built to sit alongside the tools already in place — ledgers, CRMs, KYC platforms — rather than forcing a rip-and-replace. Different people see different things: task owners get a simple to-do view, managers get oversight of the full picture, and external parties get a guest-friendly interface for their piece of the process.

What is ArcWorkflow?

Distribute tasks among users, establish the procedural framework for managing requests, and designate approvers for each stage of the workflow. Users can easily see the workflows assigned to them via their personalized access dashboards. At any moment, it is possible to check if the finalized requests followed the correct procedural flow. Furthermore, a detailed audit trail is available, capturing the complete sequence of events in the process. Users can also receive real-time updates on the status of every request they initiate. Monitoring options include checking on requests that are still pending, those that are significantly overdue, and identifying the initial creators of these requests. Each member involved in the workflow will get notifications about the advancement of their designated tasks, while approvers will benefit from automatic reminders concerning tasks that require their approval. This proactive communication strategy ensures that all participants remain well-informed and responsible throughout the workflow process. Additionally, regular assessments can be conducted to enhance the efficiency of the entire operation.

Media

Media

Integrations Supported

AWeber
Adobe Marketo Engage
Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Service Hub
Mailchimp
Make
Microsoft 365
NetSuite
Pipedrive
Shopify
Slack
Trello
Twilio
Xero
Zapier
Zendesk

Integrations Supported

AWeber
Adobe Marketo Engage
Constant Contact
Gmail
Google Docs
Google Sheets
HubSpot CRM
HubSpot Service Hub
Mailchimp
Make
Microsoft 365
NetSuite
Pipedrive
Shopify
Slack
Trello
Twilio
Xero
Zapier
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Next Matter

Date Founded

2018

Company Location

Germany

Company Website

nextmatter.com

Company Facts

Organization Name

Archarina

Company Location

United States

Company Website

www.archarina.io/products/organization/arc-workflow

Categories and 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

Categories and 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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