Let advisors open accounts from your product, without building anything.
Give your users the ability to open accounts, delivered as a native, white-labeled experience directly inside your product.
Opening accounts in your product generates more revenue, but will take over your roadmap.
Opening accounts makes your product more valuable to advisors and clients, while helping you generate more revenue. Building these capabilities, however, means maintaining integrations, tracking requirement changes, building validation, and handling compliance.
Offer custodian workflows out of the box.
Dispatch delivers the custodian workflow as a native experience inside your product, with the integrations, validation engine, and compliance infrastructure pre-built. You can focus on building your product, not operational workflows.
Trigger the workflow natively in your product.
Track accounts from submitted to opened.
Pre-fill client and account data from the connected app.
Customize colors and fonts for an experience that feels native.
Start building on the operational platform for wealth
See how you can add revenue-critical workflows to your product with Dispatch.
