Instantly build new client profiles or transition existing clients without manual, repetitive data entry.
Client data is continuously synced across connected tools so you know you’re always working with the most updated information.
Automatically populate all the information you need to open and fund accounts at the custodian of your choice.
We work with the industry's leading software
Dispatch is SOC2 certified. We employ best-in-class encryption protocols, secure cloud infrastructure, and multi-factor authentication to secure your data.