Manifestly Reviews & Ratings

Manifestly

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 4 out of 5 stars
support 5 out of 5 stars

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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 Manifestly?

Your ongoing processes and responsibilities will become increasingly consistent and traceable. Manifestly has been developed with pricing and features tailored for checklist management, enabling you to efficiently oversee your organization’s repetitive tasks. Our commitment to user-friendliness, coupled with robust integrations, guarantees a smooth incorporation into your company's routine operations, enhancing overall productivity. By simplifying task management, we enable teams to focus on their core objectives without the worry of overlooking important details.

Media

Media

Integrations Supported

Gmail
Intercom
Mailchimp
Salesforce
Slack
Zapier
Zendesk
Adobe Marketo Engage
Constant Contact
Google Docs
Google Sheets
HubSpot Customer Platform
Make
Microsoft 365
Pipedrive
Shopify

Integrations Supported

Gmail
Intercom
Mailchimp
Salesforce
Slack
Zapier
Zendesk
Access PeopleHR
Agolix by Assessment Generator
Stackreaction
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$6.67 /user/month
All features, no constraints

Unlimited Workflows, Workflow Runs & Users
5 GB file storage
5 Free Limited Users per Paying User
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Next Matter

Date Founded

2018

Company Location

Germany

Company Website

nextmatter.com

Company Facts

Organization Name

Manifestly

Date Founded

2013

Company Location

United States

Company Website

www.manifest.ly

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

Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Requirements Management
Web / Mobile App Development
Workflow Management

No-Code Development

Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Requirements Management
Web / Mobile App Development
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
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

Checklist

Not specified

Task Management

Collaboration
Create Subtasks
Gamification
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Scheduling
Task Tracking
To-Do List View

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