Dispatch provides data orchestration infrastructure specifically for wealth management operations. The platform unifies client and account data across disparate systems to create a single operational truth. This synchronization accelerates workflows like account opening and advisor transitions, reducing operational friction and speeding up time-to-revenue.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth‑tech ecosystems consist of many specialized applications that store client information in isolated silos. Advisors must manually re‑enter or reconcile data across these tools, leading to errors, delays, and lost productivity.
Solution
Dispatch delivers a data‑orchestration platform that automates client onboarding and continuously synchronizes client records across a firm’s entire technology stack. By ingesting data from intake forms, meetings, or existing systems, Dispatch creates a unified client profile and pushes updates to every connected application in real time. The platform also populates required fields for custodian account opening, enabling bulk multi‑account creation without manual entry. All data flows through a secure, SOC 2‑certified cloud service with end‑to‑end encryption and role‑based access controls. A single API endpoint abstracts the underlying integrations, allowing firms to add or replace downstream tools without re‑engineering workflows. Dispatch provides an audit trail of every change to support compliance and regulatory reporting. Implementation is designed to be rapid, typically going live within 60 days.
Target Audience
The primary users are independent financial advisors and wealth‑management firms that operate a suite of best‑of‑breed software tools, as well as fintech platforms and aggregators that need seamless data integration across multiple downstream systems.
Features
- Automated client onboarding that extracts data from forms, emails, and existing CRMs to build a master client record
- Bi‑directional, real‑time synchronization across leading wealth‑tech platforms (e.g., Redtail, Wealthbox, Microsoft Dynamics 365) via pre‑built connectors and a unified API
- Data translation engine that maps disparate field schemas and formats, ensuring consistent data structures across systems
- Bulk custodian account opening automation that fills and submits required information for multiple accounts simultaneously
- SOC 2‑certified cloud infrastructure with AES‑256 encryption, multi‑factor authentication, and granular permissioning
- Immutable audit log capturing every data change for compliance and traceability
- Configurable mapping and transformation rules allowing firms to tailor data flows without code changes
- Fast deployment pipeline with a 60‑day go‑live guarantee and dedicated support during onboarding