Build a more efficient business.

Get advisors and clients up and running faster with automated onboarding and data transfer.

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Increase advisor and operational efficiency.

Automate routine work to amplify your team’s impact. Stay compliant and eliminate manual tasks with intuitive policy controls and configurable onboarding workflows.

Easy to switch

Transition teams quickly without friction.

Pre-configure client data requests to be sent the moment an advisor is ready to transition to your firm. The data will instantly sync into your systems to get them up and running in minutes.

Compliance co-pilot

You’re in control of data access and permissions.

Control data and workflow access for every user. Automated logging captures every data change and user activity so you’re always audit-ready.

Flexible firm controls

Customize the experience at any level.

Enable top-down white labeling and standardized intake forms, or let your firms use their own logos and custom form templates.

Security is a top priority.

Dispatch is SOC2 certified. We employ best-in-class encryption protocols, secure cloud infrastructure, and multi-factor authentication to secure your data.

Check out other ways we can help your team.

Advisors

Save time and reduce the headaches that come with legacy client data services.

Fintechs

Get back time to do what you do best: creating top-of-the-line wealth-tech.

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See what we’ve been up to.

Meet Dispatch
Financial advisors use Dispatch to keep client data in sync across their tech stack.
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