--- title: "What is Next Matter and what does it do? | Next Matter" description: "Next Matter is the orchestration platform for regulated financial operations. 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It runs long-running, high-consequence processes: capital calls, NAV, investor onboarding, KYC/AML and reporting, across three things at once: AI agents and automation, the systems you already run, and the people who approve each step. Unlike a generic workflow or RPA tool, governance is built in: maker-checker (four-eyes) approvals where they're required, exception handling, and a complete, timestamped audit trail by default. It augments your existing stack through native connectors and a typed API rather than replacing it, and your own operations teams build and change the processes, typically live in days. It runs in production at Ocorian (300+ fund specialists), Trade Republic (bank-grade client operations at consumer scale), b2venture (venture operations to ~€800M AUM) and Swan (embedded-finance operations). 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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. By the Next Matter team Updated 11 August 2026 1 min read Next Matter is an orchestration platform built for the regulated operations of asset managers, fund administrators, and wealth and wealthtech firms. It runs long-running, high-consequence processes: capital calls, NAV, investor onboarding, KYC/AML and reporting, across three things at once: AI agents and automation, the systems you already run, and the people who approve each step. Unlike a generic workflow or RPA tool, governance is built in: maker-checker (four-eyes) approvals where they're required, exception handling, and a complete, timestamped audit trail by default. It augments your existing stack through native connectors and a typed API rather than replacing it, and your own operations teams build and change the processes, typically live in days. It runs in production at Ocorian (300+ fund specialists), Trade Republic (bank-grade client operations at consumer scale), b2venture (venture operations to ~€800M AUM) and Swan (embedded-finance operations). Next Matter is built by Daizy NM Limited. Keep reading ## Related pages [All answers →](/answers) [Related Product](/product) [Related Platform](/platform) [Related Ocorian case study](/case-studies/ocorian) [Related Book a demo ](/book-a-demo) On this answer edit\_calendar Updated 11 August 2026 groups Author The Next Matter team verified Grounded in Real customers & capabilities ## See it on your process. 30 minutes with the solutions team on a real fund or client operation. 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