Dispatch connects the wealthtech ecosystem by unifying client and account data across multiple systems into one operational truth. This enables faster account funding and quicker revenue recognition for advisory firms.
The company was founded to solve the challenge of data interoperability in wealth management, where firms use specialized software that often doesn't communicate well. Dispatch provides data orchestration that seamlessly syncs information across tech stacks, eliminating manual processes and errors.
Dispatch offers solutions for account opening, client onboarding, advisor transitions, and real-time data syncing across custodians like Fidelity, Schwab, and Pershing. The platform acts as a translation layer, ensuring data flows correctly between systems while maintaining security and compliance.