The operational backbone for growing platforms.

Dispatch gives home offices a single data layer to onboard partner firms, open accounts across custodians, execute transitions at scale, and keep every system in sync.

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Operational scale

Grow through acquisition without growing your ops team.

Dispatch handles the operational complexity of bringing new firms onto your platform: ingesting client data, populating custodial and firm forms, and syncing records across every connected system. Your ops team focuses on high-value work instead of re-keying data across spreadsheets.

Advisor Transitions

The only dedicated transitions platform for wealth management.

Ingest unstructured client data, resolve conflicts with AI-powered deconfliction, auto-populate custodial and firm forms, and queue a single envelope for digital signatures.

Compliance & Controls

Full visibility and control across every partner firm

Set granular permissions by role, office, and custodial access. Every data change and user action is logged automatically, keeping your platform audit-ready and your compliance team confident.

Platform configurability

Standardize at the home office. Flex at the partner firm.

Set firm-wide defaults for intake forms, compliance requirements, and custodial access while giving individual partner firms the ability to customize their own workflows, branding, and form templates.

Security is a top priority.

Dispatch is SOC2 certified and built for firms managing sensitive client data across dozens of offices and custodians. 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.

Wealthtech firms look to capitalize on AI groundswell after market selloff
As the dust begins to settle from last week's market downturn, firms exploring artificial intelligence capabilities.
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Dispatch Announces Early Access to Industry-First Automated Schwab Account Onboarding API
New integration will turn Dispatch’s Schwab account opening process into an automated workflow that advisors can complete in minutes
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Minutes, Not Days: Dispatch Account Opening with Schwab APIs
If a firm already has the client’s data, why does opening a custodian account still take so long?
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Data Orchestration 101
Data orchestration syncs data across systems, automates workflows, and eliminates manual tasks. Tools like Dispatch keep everything connected, accurat
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Meet Dispatch
Financial advisors use Dispatch to keep client data in sync across their tech stack.
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