Account opening

Open accounts across multiple custodians from a single AI workflow.

One AI-powered workflow to open any account type across Schwab, Fidelity, and Pershing. Eliminate NIGOs and fund accounts faster.

Book a workflow assessment See it in action

AI-powered syncing

One record of truth across every system.

Use Dispatch AI to match, deconflict, and merge client identities across systems, then keep every record synced bi-directionally in real time.

Connect your own systems.

Integrate with custodians, CRMs, planning tools, billing platforms, reporting systems, document storage and e-Signature tools.

Unify your client records.

AI-powered identity resolution matches clients across systems even when names, addresses, or account data disagree.

Define the data that wins.

Set the systems of record and sources of truth that win across your firm’s data, down to each data field. Custodian for account status. CRM for contact information. Billing for fee schedules. You decide.

Sync continuously on your terms.

Real-time connectivity that keeps your team and agents working from the most current data. No overnight batches or operational drift.

Audit everything, step by step.

See what changed, when, by whom, and from which system. Compliance has a clean trail. Ops can trace any discrepancy to its source.

The result

The numbers behind
faster funded accounts.

90%+

Reduction in NIGO rejections with built-in data validation.

99%

Account types supported, including SMAs, TAMPs, Family Office, and more.

Form Fields

100% completed vs. 50-75% industry standard.

80 to 95%

Audit trail on every change with source, timestamp, and user.