Aggregators

The operational backbone for growing platforms.

Dispatch gives home offices a single data layer to onboard partner firms, open accounts across custodians, execute transitions at scale, and keep every system in sync.

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Partner firms connected through one Dispatch data layer
Operational scale
Grow through acquisitions without growing your ops team.

Dispatch handles the operational complexity of bringing new firms onto your platform, including ingesting client data, populating custodial and firm forms, and syncing records across every connected system.

Advisor Transitions
The only dedicated transitions platform for wealth management.

Ingest unstructured client data, resolve conflicts with AI-powered deconfliction, auto-populate custodial and firm forms, and queue a single envelope for digital signatures.

Compliance & Controls
Full visibility and control across every partner firm

Set granular permissions by role, office, and custodial access. Every data change and user action is logged automatically, keeping your platform audit-ready and your compliance team confident.

Platform configurability
Standardize at the home office. Flex at the partner firm.

Set firm-wide defaults for intake forms, compliance requirements, and custodial access while giving individual partner firms the ability to customize their own workflows, branding, and form templates.

Shield with a lock and a verified checkmark

Security is a top priority

Dispatch is SOC2 certified and built for firms managing sensitive client data across dozens of offices and custodians. We employ best-in-class encryption protocols, secure cloud infrastructure, and multi-factor authentication.

Client STORIES

Hear why aggregators 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

Make aggregating firms a snap

Learn why aggregators use Dispatch to power acquisitions and rollups at scale.

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