Accelerate AUM with the data infrastructure built for financial services
Dispatch is the data orchestration platform for wealth that connects your tech stack, so every revenue-critical workflow earns faster.
Slow data stalls revenue.
Get ops in motion and assets earning.
Account Opening
Open and update accounts at the biggest custodians in the US in a unified workflow. Eliminate NIGOs with integrated validation and trusted custodian rails.
Advisor Transitions
Repaper an entire book of business in one workflow, across protocol, non-protocol, and full-repaper moves. Speed through M&A by cleansing and normalizing client data before it slows you down.
Data Syncing
Keep client data in sync across your entire tech stack, automatically. Control how data moves between systems with a full audit trail of every change.
Client Onboarding
Bring a new client and their data into your firm in one workflow, from intake through firm paperwork. Set them up across every system in your stack without re-keying a thing.
Execute workflows with every major US custodian
Dispatch's trusted rails connect directly to each custodian to power the full account lifecycle.
Account type coverage across major US custodians
Add-on form coverage: supplemental & stand-alone maintenance forms
Processing time from custodian receipt to account opened
Simple, guided account opening from start to finish
Connect all your tools for one seamless experience
Easily leverage data from anywhere in your stack with bi-directional integrations into the tools that power wealth management.
Industry leaders run their firms on Dispatch
Proven results for the most complex firms trailblazing the future of wealth management.
Streamline operations and get AUM earning faster
See how Dispatch can supercharge your workflows.
