Every system in your stack holds a different version of your client. Dispatch connects them into one operational truth so accounts fund faster and revenue shows up sooner.

Data orchestration

AI infrastructure

that makes wealth management work.

Every system in your stack holds a different version of your client. Dispatch connects them into one operational truth so accounts fund faster and revenue shows up sooner.

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Trusted by leading firms

Account Opening

Open accounts across multiple custodians from a single workflow, with validation that catches errors before NIGOs can start.

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Client Onboarding

Capture client data once, generate required forms, and deliver a unified client signature experience in the right format, every time.

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Data Syncing

Keep client and account data continuously synced across your stack so billing, reporting, compliance, and client servicing all run on the same record.

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Your data finally agrees

One layer connects everything.

Connect to the systems your firm already uses, unify client and account data into a single record, and keep it synced across every system in real time.

AI that accelerates.
Validation that guarantees.

A custodian doesn't care why a form was filled incorrectly; they reject it. Use AI where machines genuinely help: mapping data, resolving conflicts, and catching errors. All while keeping humans in control of every decision.