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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 Blocworx?

Blocworx: Revolutionizing Your Digital Transformation Journey! Discover the efficiency of precise tracking, automation, and enhancement of your business operations through the Blocworx platform. Our adaptable digital transformation software is designed for various industries and departments, providing a perfect digital workspace for effective task management and oversight. Utilize the robust features of Blocworx's integrated tools to design workflows, activate forms, and execute system integrations effortlessly, all without any coding required. Take advantage of our collection of prebuilt, thoroughly tested 'steps' to quickly create forms, speeding up the implementation of new functionalities. With Blocworx, a majority of users are able to design, test, and launch their initial processes or rule sets in just a matter of hours or days. Join a platform that evolves alongside your business, empowering you to tailor and create your own operational rules for unmatched authority and flexibility. The future of streamlined digital transformation awaits you with Blocworx!

Media

Media

Integrations Supported

Google Sheets
Adobe Marketo Engage
Dropbox
Gmail
Google Docs
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Mailchimp
Make
NetSuite
Pipedrive
Sage 50
Salesforce
Shopify
Slack
Trello
Twilio
WordPress
Zapier

Integrations Supported

Google Sheets
Adobe Marketo Engage
Dropbox
Gmail
Google Docs
HubSpot CRM
HubSpot Customer Platform
HubSpot Service Hub
Mailchimp
Make
NetSuite
Pipedrive
Sage 50
Salesforce
Shopify
Slack
Trello
Twilio
WordPress
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Due to the variety of products & services offered by the Blocworx team, we have a diverse pricing range, so if you are interested in the specific product or service, please don't hesitate to contact our team for more info!
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

Blocworx

Date Founded

2017

Company Location

Ireland

Company Website

www.blocworx.com

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

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

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