Dispatch Blog

Hightower Advisors Selects Dispatch to Power Hightower Signature Wealth
Data orchestration platform to manage the client lifecycle as Hightower unifies advisory practices under a single national brand

By Dispatch

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4 min read
Dispatch Appoints Industry Leaders to Inaugural Board of Advisors
Accomplished wealth management and fintech executives join Dispatch to help guide the company's next phase of rapid growth and expansion.

By Dispatch

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4 min read
Dispatch Launches Advisor Transitions, Industry-First Software to Move Advisors and Client Assets Between Firms
New solution compresses monthslong transitions into weeks or days as advisor movement reaches record highs

By Dispatch

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5 min read
Wealthtech firms look to capitalize on AI groundswell after market selloff
As the dust begins to settle from last week's market downturn, firms exploring artificial intelligence capabilities.

By CityWire

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2 min read
Dispatch Announces Early Access to Industry-First Automated Schwab Account Onboarding API
New integration will turn Dispatch’s Schwab account opening process into an automated workflow that advisors can complete in minutes

By Business Wire

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2 min read
Minutes, Not Days: Dispatch Account Opening with Schwab APIs
If a firm already has the client’s data, why does opening a custodian account still take so long?

By Rafi Lurie, Chief Product Officer

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9 min read
Data Orchestration 101
Data orchestration syncs data across systems, automates workflows, and eliminates manual tasks. Tools like Dispatch keep everything connected, accurat

By The Dispatch Team

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9 min read
Meet Dispatch
Financial advisors use Dispatch to keep client data in sync across their tech stack.

By Rob Nance

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3 min read

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