For Advisors

Accelerate revenue-critical workflows so you get AUM earning faster

Streamline operations, onboard clients, all while keeping data synced with the data infrastructure built for the wealth industry.
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The problem

Manual workflows are keeping AUM from earning.

Advisors are stuck stitching together disconnected systems, duplicating data entry, chasing signatures, and cleaning up custodian paperwork. Every manual handoff creates risk, increases the chances of NIGOs, and holds back revenue.

The solution

Run critical client and account workflows from one connected platform.

Dispatch gives RIAs a single operating layer for the work that drives revenue. Keep records synced, open accounts faster, configure workflows to match your firm, and connect the tools your advisors already use.

Keep data synced all the time, all on your terms

Continuously sync client and account data across all your tools in real-time, based on what you decide is the system of record. When you update your CRM, it’s reflected across your tooling and reporting, all at once.

Open accounts with major custodians in a single workflow

Open multiple account types across Schwab, Fidelity, and Pershing with auto-populated forms, built-in validation, and a single signing experience. Catch costly NIGOs before submission, not after.

Customize to meet the needs of your firm

Adapt Dispatch to however your firm operates. With advanced permissions, firm-specific forms, custodial access rules, and multi-team workflows, every team can work their way, all from the same system.

The deepest integrations ecosystem in wealth management

Get all your favorite tools working together with bi-drectional integrations spanning custodians, CRM, financial planning, billing and reporting, document storage, eSignature, and data warehousing.

Client STORIES

Hear why RIAs love 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

See why advisors love Dispatch

Start running revenue-critical workflows with Dispatch today.

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