Dispatch Analysis

What is Dispatch?

Dispatch specializes in automating client onboarding and synchronizing client data across various software tools. Their unique approach eliminates manual data entry, allowing financial advisors to focus on client relationships. This transformation enhances operational efficiency and ensures data accuracy for financial professionals.

Product Features & Capabilities

• Instant client onboarding without manual data entry
• Fully digital account opening with automated information population
• Real-time data syncing across connected software tools
• SOC2 certified security with encryption and multi-factor authentication
• Integration capabilities with leading wealth tech solutions through a single API.