Dispatch
Dispatch is a data orchestration platform for wealth firms, linking their technology systems with workflows tied to revenue.
What Dispatch is
Dispatch is a data orchestration platform for wealth firms, linking their technology systems with workflows tied to revenue. Its onboarding process collects client details, prepares forms, opens accounts across custodians, and syncs data with the firm’s other systems. Dispatch supports unified account opening and maintenance at major U.S. custodians, including Schwab, Fidelity, and Pershing. It states that it covers 99% of account types and 90% of supplemental and stand-alone maintenance forms across major U.S. custodians. Simple account opening is stated to take under five minutes end to end, with processing under 60 seconds after custodian receipt. The platform also supports protocol, non-protocol, and full-repaper advisor transitions. Its AI-powered data layer matches and merges client identities, with bidirectional syncing and an audit trail of changes. Dispatch lists integrations across custodians, CRMs, planning, billing, reporting, document storage, e-signature, and data warehousing. It is available through web and API, supports multi-step workflows, and offers pricing on request.
Good
- Supports account opening and updates across major custodians.
- Handles multiple advisor transition types in one workflow.
- Provides an audit trail for synced data changes.
- Lists integrations across key wealth technology categories.
- States SOC2 certification and use of multi-factor authentication.
Watch out
- Pricing is available on request.
- No free trial terms are stated.
Who it suits
Dispatch presents its solutions for RIAs, wealth aggregators, and fintech companies. Fintech providers can embed its white-labeled account-opening workflow in their products.
Verdict
Dispatch brings account opening, onboarding, transitions, and data syncing into workflows for wealth firms. Prospective buyers need to request pricing and assess how its custodian and technology integrations fit their operations.
The facts
Each one read from Dispatch's own pages, with the date it was checked.
What it does
- Account coverage
- Dispatch states it covers 99% of account types and 90% of supplemental and stand-alone maintenance forms across major U.S. custodians.checked 11 Oct 2026
- Account opening
- It supports account opening across major U.S. custodians, including Schwab, Fidelity, and Pershing, with form validation and digital signatures.checked 11 Oct 2026
- Advisor transitions
- It supports protocol, non-protocol, and full-repaper advisor transitions across Fidelity, Schwab, and Pershing.checked 11 Oct 2026
- API
- The Dispatch API launched with account opening as its first available capability, letting other companies embed custodian workflows in their products.checked 11 Oct 2026
- Audit trail
- The platform logs data changes with when, by whom, and from which system they occurred.checked 11 Oct 2026
- Client onboarding
- Its onboarding workflow captures client data, generates forms, opens custodian accounts, and syncs records to connected systems.checked 11 Oct 2026
- Contact
- The contact form requests a first name, last name, email, and firm name.checked 4 Oct 2026
- Custodians
- The advisor page names Schwab, Fidelity, and Pershing for account opening workflows.checked 4 Oct 2026
- Data syncing
- Dispatch offers AI-powered identity matching and real-time, bidirectional syncing across connected systems, with configurable sources of truth.checked 11 Oct 2026
- Fintech offering
- Dispatch offers fintech companies a white-labeled account-opening workflow that can be embedded natively in their products.checked 4 Oct 2026
- Integrations
- Its integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing.checked 11 Oct 2026
- Intended users
- Dispatch presents solutions for RIAs, aggregators, and fintech companies.checked 4 Oct 2026
- Multi-step workflows
- Yeschecked 20 Sep 2026
- Pricing
- The pages reviewed direct prospective customers to book a workflow assessment or get in touch and do not state prices.checked 11 Oct 2026
- Processing
- Dispatch states that simple account opening takes under five minutes end-to-end and processing after custodian receipt is under 60 seconds.checked 11 Oct 2026
- Product
- Dispatch describes itself as a data orchestration platform for wealth that connects a firm’s tech stack and revenue-critical workflows.checked 4 Oct 2026
- Security
- Dispatch says it is SOC 2 certified and uses encryption protocols, secure cloud infrastructure, and multi-factor authentication.checked 11 Oct 2026
- What it does
- Dispatch is a data orchestration platform for wealth firms that connects their technology stack and runs revenue-critical workflows.checked 11 Oct 2026
- Who it serves
- Dispatch describes its solutions for RIAs, wealth aggregators, and fintech companies.checked 11 Oct 2026
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