Capture client data once, generate the right forms, open accounts across custodians, and sync everything to your tech stack. AI-orchestrated workflow instead of a dozen disconnected steps.
Trusted by leading firms
Dispatch uses AI to extract and map client data, then orchestrates every step from intake to funded account.
Ingest client data from your CRM, intake forms or spreadsheets. Build a unified client profile without re-entering what you already have.
Submit up-to-date forms for each custodian and account type, pre-fill firm forms from the right client profiles and set how those forms are completed with firm-wide defaults.
Combine custodian and firm forms into a single DocuSign envelope, pre-tagged for every signature. The client receives one email, opens one session, and signs everything once.
Once onboarded, client data flows automatically into every connected system: CRM, planning, document storage, billing & reporting. Your client records are consistent across your stack from the start.
