Dispatch io

Dispatch (dispatch.io) offers software for wealth advisory firms that collects, unifies and synchronizes client and account data across the systems a firm already runs. The platform connects to existing tools, consolidates client and account information into a single record, and keeps that record synchronized in real time so downstream functions such as billing, reporting, compliance and client servicing operate from consistent data.

The product set spans four areas. Account opening allows firms to open accounts across multiple custodians from a single workflow, with validation intended to catch errors before submissions are rejected by custodians (NIGOs). Client onboarding captures client data once, generates required forms and provides a unified client signature experience. Advisor Transitions, a more recently introduced module, supports full re-paper, protocol and non-protocol advisor transitions to Fidelity, Schwab and Pershing through one interface. Data Syncing maintains continuous synchronization of client and account data across the firm's stack via custodial and vendor integrations. Dispatch describes applying AI to specific tasks — mapping data, resolving conflicts and catching errors — while retaining human decision-making in the workflow.

Business model

Dispatch sells software to wealth advisory firms and aggregators, positioned as an integration and data orchestration layer between the systems those firms already use, with onboarding through a sales-led sign-up and demo request process. [0]

Latest developments

Dispatch has introduced Advisor Transitions, a module for running full re-paper, protocol and non-protocol advisor transitions to Fidelity, Schwab and Pershing from a single interface, promoted as a new offering on the company website. [0]