Client onboarding

Onboard clients in seconds
from a single AI workflow

Capture client data once, generate the right forms, open accounts across custodians, and sync everything to your tech stack.

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AI-Powered Workflow

Every step from
signed to live

Orchestrate every step from intake to funded account.

Capture client data once.

Build a unified client profile without re-entering what you already have. Ingest client data from your CRM, intake forms, or spreadsheets.

Generate forms with accuracy.

Create and complete the correct forms across custodians and account types with client data pre-populated. Set your own defaults so your team can review, not re-build.

Keep signatures simple.

Combine firm and custodian forms into a single envelope experience pre-tagged for signatures. Clients receive one email, open one session, and sign everything just once.

Sync everywhere on day one.

Keep client records consistent across your stack with data synced back into your favorite and most often used tools and software.

Client STORIES

Hear how easy it is to onboard with Dispatch

Proven results for the most complex firms trailblazing the future of wealth management.

We chose Dispatch because they were knowledgeable about not just the financial services space but the custodial partners we work with. Hearing the end users say 'that was fast' was a testament to the thought process that went into the experience.
Brooke Sieb
Head of Product, Hightower Advisors
Brooke Sieb
Dispatch lets us do more with the same people. On a recent protocol transition, we brought more than $200 million in client assets onto the Sanctuary platform in under two weeks. The ROI on the technology has been incredible.
Rob Gaudio
Head of Operations, Sanctuary Wealth
Rob Gaudio
It sounds so simple, but merely getting correct data into forms was our biggest challenge. Dispatch solved it.
Jen Arguello
Director of Operations & Advisor Experience, Fortis Capital Advisors
Jen Arguello

Make client onboarding easier and smoother

See how Dispatch enables you to onboard clients
with less time and fewer errors.

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