Data syncing

Keep data accurate
in every tool you use

One AI-powered data layer syncs client and account data where it matters most, including custodians, your tech stack, and everywhere in between.

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AI-Powered Syncing

Manage all client data
with Dispatch AI

Match, deconflict, and merge client identities across all your systems. Keep every record synced with bi-directional integrations that let you stay in control.

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Step 01
Connect all your systems

Integrate with custodians, CRMs, planning tools, billing platforms, reporting systems, document storage, and e-Signature tools.

Step 02
Unify your client records

AI-powered identity resolution matches clients across systems, even when names, addresses, or account data disagree.

Step 03
Define the system of record

Custodian for account status. CRM for contact information. Billing for fee schedules. Set the systems of record and sources of truth on your terms.

Step 04
Sync continuously on your terms

Real-time connectivity keeps your team and agents working from the most current data.

Step 05
Audit everything, step by step

See what changed, when, by whom, and from which system. Get a clean audit trail and trace any discrepancy in seconds.

Client stories

Industry leaders sync data 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

Keep data up to date wherever you use it

See why teams sync data with Dispatch.

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