One AI-powered data layer that keeps client and account data synced across your custodians and tech stack. Keep CRM, Planning, Docs, Client Service, Compliance, and Billing & Reporting synced on every client record in real time.
Trusted by leading firms
Use Dispatch AI to match, deconflict, and merge client identities across systems, then keep every record synced bi-directionally in real time.
Integrate with custodians, CRMs, planning tools, billing platforms, reporting systems, document storage and e-Signature tools.
AI-powered identity resolution matches clients across systems even when names, addresses, or account data disagree.
Set the systems of record and sources of truth that win across your firm’s data, down to each data field. Custodian for account status. CRM for contact information. Billing for fee schedules. You decide.
Real-time connectivity that keeps your team and agents working from the most current data. No overnight batches or operational drift.
See what changed, when, by whom, and from which system. Compliance has a clean trail. Ops can trace any discrepancy to its source.
