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.

Pricing

Price Starts At:
$18 per user per month
Price Overview:
Billed annually
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Next Matter provides an API

Screenshots and Video

Company Facts

Company Name:
Next Matter
Date Founded:
2018
Company Location:
Germany
Company Website:
nextmatter.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Enterprise
Supported Languages
English

Next Matter Categories and Features

Workflow Management Software

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

No-Code Development Platform

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

Low-Code Development Platform

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

Business Process Management Software

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management