Workflows that work
Fund operations, orchestrated
from capital call to audit trail
The capital calls, NAV cycles, investor onboarding and audit requests behind fund administration - run as governed, auditable processes your operations team owns.
Trusted by fund administrators, asset servicers and regulated financial institutions
Governed orchestration designed for
From financial services to retail and logistics
Where manual work drives cost, delay and risk
Ops-owned, no-code, with IT governance built in
The nervous system of your operations
Next Matter connects your teams, systems, clients and counterparties, and governs every step between them.
We don't need another tool. We need the tools we already have to talk to each other.
GovernedExecution
Built to scale
Run your business on process, not memory
Growth doesn't stall for lack of ambition. It stalls when you can't build fast enough to keep up with operational changes. Next Matter gives teams what they need to fix processes before complexity becomes a constraint.
See how a leading fund administrator standardised at scaleBuilt for operations
Go live with your first process next month
Operations teams can design, deploy, and change workflows themselves. The people closest to the process own the workflow, including the prompts they've already tested.
Explore Workflow BuilderCompliance by design
Your auditor's questions already have an answer
Every step is recorded as it happens - not assembled after the fact. When the regulator knocks, send a link without having to set up a war room.
Explore how we do itProven in production
What operators say about Next Matter
From global fund administrators and asset servicers to regulated banks and brokers, teams use Next Matter to run their most critical processes.
With Next Matter, we can provide a single digital view of all tasks and processes between Ocorian and client teams, with real-time collaboration across transparent process steps.
OCOcorianManaging processes manually was a quality and compliance risk. With Next Matter, we can now run customer onboarding at scale and never miss a critical step.
MJMaxime de JuniacChief Service Officer, Swan- tink HR
Whenever things change, like a new form that needs to be filled, or an additional training that needs to be done, I can make the change myself within minutes in the Next Matter editor.
THtink HR 
Next Matter turned our investment governance from coordinated emails into an institutional-grade system.
SESven EppertPartner & CFO, b2venture
It's simple, flexible, and super easy to use. That's the biggest advantage.
HOHome24 Outlet
With Next Matter, we can provide a single digital view of all tasks and processes between Ocorian and client teams, with real-time collaboration across transparent process steps.
OCOcorianManaging processes manually was a quality and compliance risk. With Next Matter, we can now run customer onboarding at scale and never miss a critical step.
MJMaxime de JuniacChief Service Officer, Swan- tink HR
Whenever things change, like a new form that needs to be filled, or an additional training that needs to be done, I can make the change myself within minutes in the Next Matter editor.
THtink HR Next Matter turned our investment governance from coordinated emails into an institutional-grade system.
SESven EppertPartner & CFO, b2ventureIt's simple, flexible, and super easy to use. That's the biggest advantage.
HOHome24 Outlet
We have a lot of users to onboard and it was a very time-consuming process. With Next Matter we reduced the onboarding time by 5-6x.
DMDragan MaksimovicCompliance Officer, TradeCoreNext Matter enabled us to go from idea, to working process, to go-live with a reliable solution in a matter of days.
TRTrade Republic
It's now impossible for any information to be missed with all the required steps built in.
LBLilija BreivaHealth, Safety and Quality Manager, AeronesWhen regulators come to us, we can show them every instance of every process, even if they want to see proof from a 3-month period or more.
TRTrade RepublicIt was a no-brainer: our engineers taking one year to deliver, or having Next Matter deliver it in under one month. We need to move fast while maintaining the highest quality possible.
OLOperations LeadershipTrade Republic
We have a lot of users to onboard and it was a very time-consuming process. With Next Matter we reduced the onboarding time by 5-6x.
DMDragan MaksimovicCompliance Officer, TradeCoreNext Matter enabled us to go from idea, to working process, to go-live with a reliable solution in a matter of days.
TRTrade RepublicIt's now impossible for any information to be missed with all the required steps built in.
LBLilija BreivaHealth, Safety and Quality Manager, AeronesWhen regulators come to us, we can show them every instance of every process, even if they want to see proof from a 3-month period or more.
TRTrade RepublicIt was a no-brainer: our engineers taking one year to deliver, or having Next Matter deliver it in under one month. We need to move fast while maintaining the highest quality possible.
OLOperations LeadershipTrade Republic
It's the biggest source of truth. If you don't know something, you go check it in Next Matter.
OLOperations LeadBranch
With Next Matter, we can maintain that personal touch while still building processes out at scale.
KIKittyQuality and Process Improvement Manager, HoustWe were able to get it up and running in no time, with no engineering commitment from our side.
TRTradeCore
It's the biggest source of truth. If you don't know something, you go check it in Next Matter.
OLOperations LeadBranchWith Next Matter, we can maintain that personal touch while still building processes out at scale.
KIKittyQuality and Process Improvement Manager, HoustWe were able to get it up and running in no time, with no engineering commitment from our side.
TRTradeCore
Trusted by operations teams
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Design, deploy and govern your first regulated workflow in days - no engineering queue.