More time with your clients, less time with your tech stack.
Dispatch is a data orchestration company focused on syncing data across an advisor's tech stack. We make it easy to automate onboarding, open accounts and maintain client data across separate software systems.
Simplify Your Workflows
Streamline
Put manual data entry tasks on auto-pilot.
Your client service team isn’t called the data maintenance team. We ensure your client data is up to date and accurate in all your systems - giving time back to focus on top priorities.
Put your best foot forward
Delight your new clients with an easy, fast onboarding process.
The beginning of a client relationship is a critical time to make a good impression. Make data collection easy on everyone.
Built for your firm
Customized to exactly what you need.
Build your own intake forms to collect the data and documents you need. White label the client experience to match your firm's brand.
Build your dream tech stack
Use the best tools for your business, without the tradeoffs..
You’re no longer limited to choosing software based on existing integrations. Dispatch connects your favorite software tools together so you can use the software that your business needs.
We connect the wealthtech ecosystem.
At Dispatch, we believe that better solutions for advisors result in better outcomes for clients. We’re committed to building a strong and integrated tech landscape that simplifies workflows, enhances efficiency and ultimately improves client experience.
Client demands for specialization and personalization mean new specialized software solutions rapidly entering wealth advisory. These tools allow firms and advisors to serve their clients better but create challenges in managing data interoperability between systems.
We built Dispatch to bridge the gap and ensure streamlined connectivity within the wealth tech ecosystem. Our mission is simple: to seamlessly sync client data across the tech stack and to free wealthtech companies from the burden of continually building and maintaining integrations.
