Protect the reputation you've earned. Scale without extra staff.
Next adds compliant document management, workflows, and archiving on top of your systems, so you stay audit-ready and cut admin time.
trusted by Banks, wealth managers, and trustees for 40+ years
Do more with the team you have.
Add clients, not paperwork.
Automate document handling, checklists, and approvals with Next, so you can grow without adding headcount.
Comes connected to 900+ banks.
Next captures and validates statements from 900+ banks, delivering standardized data directly into your portfolio system to accelerate reconciliation.
Audits without the panic.
Next keeps an audit trail down to the millisecond, with retention and access policies, so audit requests take minutes, not days.
Automate the routine, review the exceptions.
Standard cases move through Next with owners and due dates. Exceptions surface for review and reconciliation.
One source of truth for client documents.
Bring documents and mail into Next, so teams work from the same version, find files fast, and keep client data out of inboxes.
Connect your core systems in days, not months.
Next has pre-built connectors for the systems you run, keeping integration fast and disruption low.
Don't see your system? We also support file-based and API integrations. Talk to a Next specialist about integration options.
Compliance is built in, not bolted on.
Audit-ready by default
Next logs each document action and metadata change. When an auditor or the financial authorities ask, the evidence is already there.
Retention periods you set once
Configure deletion rules per document type, and Next enforces them automatically, consistent across every client and mandate.
Access controlled and documented
Role-based permissions and access logging ensure only authorized staff reach sensitive client data. Every handling decision stays visible and auditable.
Ready for AML, CRS, GDPR, and DORA.
Next keeps the KYC files, client records, and transaction history these regimes require, retained and access-controlled from day one.
SOC 2 Type 2 certified
SAE3000/PS 880 certified
Authorized for
Critical Outsourcing
Fully SaaS on Azure
40+ years in
regulated industries
OpenWealth Association member
Why wealth and trust firms stay with us for decades.
We know finance, not just software.
The people behind Next understand portfolios, compliance, and how a wealth or trust firm actually runs. We're not a vendor learning your business at your expense.
Built by us. Supported by us.
The team that writes the code is the team that answers your call. No resellers, no handoffs, just people who know your setup.
Standard products mean fewer surprises.
Next is configured to your environment, not custom-built. You get a faster, lower-risk implementation, and a product that improves with every release.
Shaped by firms like yours.
Every release reflects what wealth and trust firms running Next actually ask for. Join them in the user group and help steer where Next goes.
40+
Years in business
3,000+
Customers
67
Countries running Next
Everything you need to run document work at scale.
Start with one product. Add more when your operation is ready.
Next Bank Transactions
Every statement in, clean transactions out. No retyping.
Capture statements from paper, PDF, or SWIFT
Comes connected to 900+ banks worldwide
Verify every transaction before it posts
Feed approved data into your financial solution
Next Mailroom
Handle more volume with the same team.
Capture and classify email, mail, and statements
Auto-assign to client, account, or workflow
Route to owners or casework
Archive automatically with audit-ready metadata
Next eCMS
One source of truth for every client document.
Capture documents and mail from any source
Keep client data out of inboxes
Govern retention and access automatically
Open documents inside your core systems
Next Casework
Turn everyday tasks into structured, compliant processes.
Assign work automatically by role
Guide each step with built-in checklists
Verify decisions before a case closes
Log every action in the audit trail
Is Next a fit for your organization? Find out in one call.
Talk to a Next specialist about your setup, your document workload, and what Next can (or can't) do for you.
What finance teams often ask us.
No. Next runs alongside your existing systems. It connects to your PMS, CRM, and core applications, so your teams work from one place without replacing what already works.
Next connects through REST APIs, URL linking, and SSO standards (Kerberos, SAML, OAuth). Integration is part of the standard product, not a custom development project.
Yes. Next reads statements from 900 banks in paper, PDF, or SWIFT, turns them into high-quality data, and validates before sending to the portfolio system.
Humans stay in control. Business rules by transaction type, plus a simple interface, let operations teams review exceptions before posting.
It depends on scope, but Bendura Bank went digital in 4 weeks. Next is a standard product, so there are no custom builds and no lengthy configuration projects.
Your documents move into Next while daily operations keep running. We have migrated regulated-firm archives for decades, including consolidating several legacy systems into one, with nothing lost in the move.
On-premise, private cloud, or as SaaS via Nextway.cloud. Your choice, aligned with your IT policy and data residency requirements.
Pricing is simple and usage-aligned. Users are counted via your Active Directory (AD) accounts. Bank processing is based on your top 5–10 banks, typically about 80% of volume. Fixed-price packages are available after a short, paid scoping workshop.
Many customers report payback within 12–18 months. It depends on scope and starting point.
No. At any point, you can export everything in Next to standard XML and take it with you.
Nextway provides a structured service after go-live, covering troubleshooting, monitoring, and user adoption. Not a handover and goodbye. Your team has a direct line to us, not a ticket queue.
Yes. Most firms start with Next eCMS or Next Bank Transactions and add products as automation needs grow. Each product works on its own and adds capabilities without starting over.
Yes. Nextway is a member of the OpenWealth Association, which defines the open API standard for wealth management. We are also a member of digital-liechtenstein.li, the national platform for digitalization in Liechtenstein, where our Managing Director Switzerland, SVP Finance sits on the board.