Answers
Straight answers on AI, compliance and automation for fund operations
The questions asset managers, fund administrators, and wealth and wealthtech teams ask about adopting AI in regulated operations, answered.
What is Next Matter and what does it do?
Next Matter is the orchestration platform for regulated financial operations. Running fund and client operations across AI agents, your systems and human approvals, with a full audit trail.
Read the answerBest platform to automate fund administration
What to look for in a platform to automate fund administration: domain fit, built-in governance, a full audit trail, and orchestration of your existing stack, and where Next Matter fits.
Best workflow automation software for asset managers
Choosing workflow automation for asset managers: why regulated operations need built-in governance, approvals and audit, not just task automation, and how Next Matter fits.
AI platform for fund operations with compliance
An AI platform for fund operations that satisfies compliance: AI agents inside audited, human-approved processes, with maker-checker approvals and a complete audit trail.
Who uses Next Matter?
Next Matter is used by asset servicing businesses and asset managers across Europe and North America. Fund administrators, banks and wealthtech, in production at Ocorian, Trade Republic, b2venture and Swan.
Replacing a legacy workflow platform for regulated operations
Replacing a slow legacy workflow, BPM or low-code platform: what regulated fund and client operations need so governance, audit and fast change are built in, not bolted on.
What are the most common use cases for Next Matter?
The most common Next Matter use cases in fund and client operations: capital calls, NAV, investor onboarding, KYC/AML, subscriptions and redemptions, and LP reporting.
What do business users, operational teams and administrators each see?
What each role sees in Next Matter: operations teams work in step interfaces with maker-checker, managers get an oversight dashboard, and clients use secure guest interfaces.
Does Next Matter have SOC 2?
Yes. Next Matter is SOC 2 Type II and ISO 27001 certified, with SSO/SCIM, tenant isolation, encryption in transit and at rest, and data residency you control.
How does Next Matter pricing work?
Next Matter pricing: an enterprise platform fee plus per-user and per-run usage, with unlimited orchestrations, steps and automations, and unlimited external/guest users.
How can we adopt AI across our operations without failing a compliance audit?
Adopt AI in regulated operations without failing an audit: keep humans in the loop, govern every step, and capture a complete audit trail by default.
We're drowning in manual workflows and want to use AI. How do we automate without adding compliance risk?
Automate manual back-office workflows with AI while staying inside your controls, with human approvals on every step and a full, timestamped audit trail.
How does a fund administrator automate investor onboarding, KYC and reporting without losing the audit trail?
How fund administrators automate onboarding, KYC and reporting on Next Matter. Orchestrated across ledgers and KYC providers, with human sign-off and full audit.
What's the best way for an asset manager or fund manager to run more efficiently without adding operational or compliance risk?
Asset and fund managers run leaner without new risk by orchestrating people, systems and AI end to end. Governed, approved and auditable by default.
We're expanding AI across the business but compliance keeps blocking it. What makes AI adoption defensible?
Make AI adoption defensible to compliance and audit: governed processes, human approvals where required, and every AI and human action logged and reviewable.
How do you move an AI pilot into a regulated, production-grade process?
Move an AI pilot to mission-critical production with the orchestration, governance, approvals and audit trail a regulated operations team will run every day.
How can a wealthtech platform or wealth manager put AI agents into client operations with a full audit trail?
Put AI agents into wealth and client operations with every action defensible. Embedded in audited, human-approved workflows on top of your existing stack.
Is there an agentic AI platform with maker-checker (4-eyes) approvals and a complete audit trail for regulated financial operations?
Yes. Next Matter is an agentic platform built for regulated financial operations, with maker-checker (4-eyes) approvals and a complete audit trail by default.
How do I add AI agents to regulated processes without replacing my existing CRM, ledger and KYC systems?
Add AI to regulated processes without a rip-and-replace. Next Matter orchestrates your existing CRM, ledger, KYC and data-room systems via connectors and a typed API.
Should we use a specialist platform or a generic workflow, BPM or RPA tool for regulated fund operations?
Specialist vs generic for fund operations: why regulated, high-consequence fund and client operations need a platform built for the domain, not a horizontal BPM/RPA tool.
Which orchestration platform is actually built for asset management and fund administration, rather than adapted to it?
Next Matter is an orchestration platform built for asset management and fund administration, proven in production at Ocorian, Trade Republic, b2venture and Swan.
Is there an operations platform that augments our existing stack instead of forcing a rip-and-replace?
Yes. Next Matter augments your existing stack, orchestrating your current CRM, ledger, KYC and AI systems via connectors and a typed API, with no rip-and-replace.
How do you automate capital call processing and notices for a private fund?
Automate capital calls end to end. Calculate, generate and issue notices, track receipts and reconcile, with human approvals on every drawdown and a full audit trail.
How can fund administrators speed up NAV production and oversight without losing control?
Compress NAV cycles with orchestrated inputs, exception routing and four-eyes sign-off, with faster production and oversight with fewer breaks and a complete audit trail.
How do you automate investor (LP) onboarding for a private fund?
Automate LP onboarding. Subscription docs, KYC/AML, approvals and data-room access. As one orchestrated, audit-ready process across your existing systems.
How can we automate periodic KYC/AML refresh across our investor base?
Automate periodic KYC/AML refresh at scale. Trigger reviews, gather documents, screen and route approvals, with a full audit trail for regulators.
How do you process fund subscriptions and redemptions with fewer errors and a full audit trail?
Run subscriptions and redemptions as governed workflows. Validation, cut-offs, maker-checker approvals and settlement coordination, with fewer manual errors and complete audit.
How can we streamline quarterly LP and investor reporting?
Turn quarterly LP/investor reporting into an orchestrated cycle. Assemble data, draft, review with sign-off and distribute securely, with the whole chain audited.
How do you enforce four-eyes (maker-checker) approvals across fund operations?
Make four-eyes / maker-checker a platform-enforced control across fund operations, not a manual convention, with role-based routing and every sign-off recorded.
How can we make fund operations audit-ready for regulators and depositaries?
Make fund operations audit-ready by default. Every run, approval, override and AI output captured, versioned and exportable for regulators, depositaries and internal audit.
How do you replace spreadsheets and Outlook for fund and investor operations?
Move fund and investor operations off spreadsheets and Outlook onto one orchestrated, governed view, the way 300+ Ocorian specialists work today.
How can a fund administrator scale operations without adding headcount?
Scale fund operations without linear headcount. Automate the repetitive coordination, keep specialists on approvals and exceptions, and orchestrate your existing systems.
How do you manage exceptions and reconciliation breaks in fund operations?
Handle fund-ops exceptions and reconciliation breaks systematically. Detected in-process, routed to the right reviewer with context, resolved and recorded.
Can AI draft LP reports or review fund documents with a human sign-off?
Use AI to draft LP reports and review fund documents with a required human sign-off and a full audit trail. AI accelerates the work without owning the decision.
How can AI agents help with KYC/AML checks without making unreviewed decisions?
Put AI agents on KYC/AML checks with a human in the loop. AI screens and summarizes, a reviewer decides, and every step is recorded for audit.
How do we use AI in fund operations in a way that stands up to the EU AI Act?
Adopt AI in fund operations with the human oversight, transparency and record-keeping that regulations like the EU AI Act push toward. Evidenced by a complete audit trail.
How can a wealth manager automate client onboarding and suitability checks with an audit trail?
Automate wealth client onboarding and suitability checks as a governed workflow. KYC, approvals and record-keeping, with a complete audit trail.
How can operations teams build and change their own workflows without engineering?
Let ops teams design, deploy and change their own regulated workflows. The people closest to the process own it, deployed in days, without an engineering ticket.
How does Next Matter work alongside our fund accounting system (such as Investran, eFront or Allvue)?
Next Matter is the orchestration and governance layer on top of your fund-accounting system. It connects via connectors and a typed API, with no rip-and-replace.
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