Answer Q.06 of 44

How do you give leadership real-time operational transparency across fund operations?

Give COOs and leadership real-time visibility across fund operations — onboarding, capital calls, NAV and reporting — with SLAs, exceptions and the audit trail in one view.

By the Next Matter team Updated 1 min read

Leadership often can't see how fund and client operations are really running — status lives in inboxes, spreadsheets and individual analysts' heads, so COOs learn about SLA breaches and exceptions after the fact rather than as they happen.

Next Matter runs operations as orchestrated processes, so the status of every workflow — onboarding, capital calls, NAV, reporting — is captured as work happens. Managers and COOs get a real-time oversight dashboard with SLAs, exceptions and the complete audit trail in one pane, across teams, systems and jurisdictions.

That turns operational transparency from a monthly reporting exercise into a live view leadership can act on — the same visibility 300+ specialists at Ocorian, and teams at Trade Republic, b2venture and Swan, operate with today.

See it on your process.

30 minutes with the solutions team on a real fund or client operation.