Clustdoc
6.7#7 in supplier onboarding softwareFrom $190 a monthAndroidiOSWebAPI
VisitClustdoc vs Dispatch
What both publish
| Fact | Clustdoc | Dispatch |
|---|---|---|
| API | The pricing page lists unlimited API and webhooks among plan capabilities. | The Dispatch API launched with account opening as its first available capability, letting other companies embed custodian workflows in their products. |
| Integrations | The pricing page says customers can connect through native integrations, connectors such as Zapier and Make, or the API, and claims integrations with 1,500+ apps. | Its integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing. |
| Product | Clustdoc describes itself as an operating layer for compliant onboarding processes involving clients, partners, and staff. | Dispatch describes itself as a data orchestration platform for wealth that connects a firm’s tech stack and revenue-critical workflows. |
| Security | Clustdoc states that data is encrypted at rest and lists secure document transfers using 128-bit SSL/TLS and document encryption using AES 256. | Dispatch says it is SOC 2 certified and uses encryption protocols, secure cloud infrastructure, and multi-factor authentication. |
Clustdoc plans
- PRO$190 a month
- EXPERTPriced on request
- ULTIMATEPriced on request
Dispatch plans
No prices published.
Pick Clustdoc if…
Clustdoc suits organizations that need structured onboarding for clients, partners, or staff, especially in its listed industries. It may also suit teams that need client-facing portals, document collection, approvals, or eSignatures.
Pick Dispatch if…
Dispatch presents its solutions for RIAs, wealth aggregators, and fintech companies. Fintech providers can embed its white-labeled account-opening workflow in their products.