Automate routine work to amplify your team’s impact. Stay compliant and eliminate manual tasks with intuitive policy controls and configurable onboarding workflows.
Pre-configure client data requests to be sent the moment an advisor is ready to transition to your firm. The data will instantly sync into your systems to get them up and running in minutes.
Control data and workflow access for every user. Automated logging captures every data change and user activity so you’re always audit-ready.
Dispatch is SOC2 certified. We employ best-in-class encryption protocols, secure cloud infrastructure, and multi-factor authentication to secure your data.