Boost transition speeds by 4x

The fastest advisor transitions in wealth management.

Full re-paper, protocol, and non-protocol transitions to Fidelity, Schwab and Pershing.

See how it works

Every day an account isn't fully transitioned is a day of lost revenue.

A 90-day transition on a $500 million book leaves over $1 million of revenue on the table.

Complete transitions 4x faster.

See how faster advisor transitions land assets on platform sooner while delivering a best-in-class advisor experience.

Read the case study

Complex household accounts

8 hours

minutes

94% reduction

Simple account transitions

25 minutes

minutes

80% reduction

NIGO error rate reduction

90%+

2.5x more accurate

Built to handle the full transition lifecycle.

The only platform that fills every field.

Custodial forms and the specialty forms that follow. Every field on every supported form, populated programmatically.

Protocol, non-protocol, or full re-paper.

Dispatch handles all three in one interface and in one unified workflow across Fidelity, Schwab, and Pershing.

AI that cleans the data before it lands.

Resolve identity conflicts, normalize messy formatting and catch errors that turn into NIGOs at the custodian before paperwork ever goes out.

One signing event for the client.

Custodial, firm-specific and supplemental forms bundled into a single client envelope. The client signs once, no matter how many accounts or custodians are involved.

Syncs data back to your stack.

Client data flows automatically into your CRM, planning tools, billing systems and document storage software. No manual re-keying. No reconciliation.

How industry leaders are transitioning advisors with Dispatch.

”It sounds so simple, but merely getting correct data into forms was our biggest challenge. Dispatch solved it.”

Jen Arguello

Director of Operations & Advisor Experience

Fortis Capital Advisors

"Leveraging the Dispatch platform has allowed Sanctuary to reduce our NIGO percentages by over 90%”

Rob Gaudio

Head of Operations

Sanctuary Wealth

"Dispatch is the connector of client data into all of our systems."

Tim Smeal

Director of Operations