Dispatch

We offer a data orchestration platform for wealth management firms and financial advisors. We help solve the problem of managing data across different software solutions, giving you a smooth experience that feels like an all-in-one platform.

Our platform automates client onboarding, opens accounts instantly, and continuously syncs client data across connected tools. This includes two-way syncing for CRMs, financial planning, billing, reporting, and e-Signature software. Our goal is to help firms grow their AUM faster and streamline transitions.

Our data orchestration uses a translation engine for different data formats and modern infrastructure for scalability and security. We maintain strict security controls and ensure all data is auditable. We are SOC2 certified and use encryption, secure cloud infrastructure, and multi-factor authentication. We integrate with many industry software solutions, including apex fintech solutions, moneyguidepro, Box, Orion, emoney, redtail, microsoft dynamics 365, and wealthbox.

Implementation usually takes less than 60 days.

We founded Dispatch believing wealth management firms should confidently use client and account data, and that better solutions for advisors lead to better client outcomes. We are committed to creating an integrated tech environment that simplifies workflows, boosts efficiency, and improves the client experience.

Our mission is to seamlessly sync client data across your tech stack, freeing firms from the continuous work of building and maintaining integrations.

We are a team of 11-50 employees. Our in-house, US-based engineering and product professionals bring experience from other tech companies. We focus on solving complex data challenges and creating great user experiences. We constantly improve our product based on user feedback and add new integrations.