Accelerate advisor transitions by 400%
and generate revenue sooner
Every day an account isn’t fully transitioned is a day of lost revenue
Taking 90 days to transition a $1B book leaves over $2 million of revenue on the table.
Results you can measure
Dispatch's trusted rails connect directly to each custodian to power the full account lifecycle.
Complex household accounts
Simple account transitions
NIGO error rate reduction
Reduction in account transition time
Handle the entire transition lifecycle in one easy to use platform
Dispatch covers every step, from the first client touchpoint through the documentation for your books and records. Account opening doesn’t start or stop at the custodian.
Custodial forms and the specialty forms that follow. Every field on every supported form, populated programmatically.
Dispatch handles all three in one unified workflow across Fidelity, Schwab, and Pershing.
Resolve identity conflicts, normalize messy formatting, and catch errors that turn into NIGOs at the custodian before paperwork ever goes out.
With custodial, firm-specific, and supplemental forms bundled into a single client envelope, the client only signs once, no matter how many accounts or custodians are involved.
Client data flows automatically into your CRM, planning tools, billing systems, and document storage software. No manual re-keying. No reconciliation.
Industry leaders transition advisors with Dispatch
Proven results for the most complex firms trailblazing the future of wealth management.
Go from advisor transitioning to advisor transitioned
See how leading firms accelerate advisor transitions with Dispatch.
