Client onboarding

Onboard clients in seconds from a single AI workflow.

Capture client data once, generate the right forms, open accounts across custodians, and sync everything to your tech stack.

Book a workflow assessment

Trusted by leading firms

AI-Powered Workflow

Every step
from signed to live.

Orchestrates every step from intake to funded account.

Capture client data once.

Build a unified client profile without re-entering what you already have. Ingest client data from your CRM, intake forms, or spreadsheets.

Generate forms with accuracy.

Create and complete the correct forms across custodians and account types with client data pre-populated. Set your own defaults so your team can review, not re-build.

Keep signatures simple.

Combine firm and custodian forms into a single envelope experience pre-tagged for signatures. Clients receive one email, open one session, and sign everything just once.

Sync it everywhere from day one.

Keep client records consistent across your stack with data synced back into your favorite and most often used tools and software.

Get started

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See what we’ve been up to.

Wealthtech firms look to capitalize on AI groundswell after market selloff
As the dust begins to settle from last week's market downturn, firms exploring artificial intelligence capabilities.
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Dispatch Announces Early Access to Industry-First Automated Schwab Account Onboarding API
New integration will turn Dispatch’s Schwab account opening process into an automated workflow that advisors can complete in minutes
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Minutes, Not Days: Dispatch Account Opening with Schwab APIs
If a firm already has the client’s data, why does opening a custodian account still take so long?
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Data Orchestration 101
Data orchestration syncs data across systems, automates workflows, and eliminates manual tasks. Tools like Dispatch keep everything connected, accurat
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Meet Dispatch
Financial advisors use Dispatch to keep client data in sync across their tech stack.
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