Every system in your stack holds a different version of your client. Dispatch connects them into one operational truth so accounts fund faster and revenue shows up sooner.
Trusted by leading firms
Your ops team calls it death from a million cuts: re-keying data across portals, chasing down NIGO rejections, and reconciling mismatches between systems that were never built to talk to each other.
No workflow tool or automation layer can fix it if the underlying data doesn't agree.
Sanctuary Wealth cut complex household transitions from hours to minutes — $200M onto their platform in under two weeks.
The distance between a client's signature and a funded account is almost entirely operational friction. Eliminate it across the workflows where time-to-revenue is won or lost: onboarding, account opening, and advisor transitions.
A custodian doesn't care why a form was filled incorrectly; they reject it. Use AI where machines genuinely help: mapping data, resolving conflicts, and catching errors. All while keeping humans in control of every decision.
Open accounts across multiple custodians from a single workflow, with validation that catches errors before NIGOs can start.
Explore account opening →
Move households faster with match-and-deconflict workflows that resolve identity conflicts across systems, with full operator control and audit trail.
Transition with confidence →
Capture client data once, generate required forms, and deliver a unified client signature experience in the right format, every time.
See how onboarding works →
Keep client and account data continuously synced across your stack so billing, reporting, compliance, and client servicing all run on the same record.
View integrations →
