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Dispatch
What it is
Dispatch is a data orchestration platform for wealth firms that connects technology systems and runs revenue-critical workflows. Its unified account-opening process captures client data, generates forms, opens accounts across major U.S. custodians, and synchronizes records with a firm's technology stack. Dispatch names Schwab, Fidelity, and Pershing among its custodian connections, and states coverage of 99% of account types plus 90% of supplemental and stand-alone maintenance forms. Advisor transitions can follow protocol, non-protocol, or full-repaper paths in one workflow. An AI-powered data layer matches and merges client identities, while bidirectional integrations keep records synchronized. An audit trail shows what changed, when, by whom, and from which system. Integrations span custodians, CRMs, financial planning, billing, reporting, document storage, e-signature, and data warehousing. Fintech companies can embed a white-labeled account-opening workflow through the API, whose first capability is account opening. Dispatch states simple account opening takes under five minutes end-to-end and processing after custodian receipt takes under 60 seconds. The platform is available through web and API interfaces, supports multi-step workflows, and states SOC2 certification, encryption protocols, secure cloud infrastructure, and multi-factor authentication. Pricing is available on request.
For and against
For
- Unified account opening across major custodians
- Supports protocol and full-repaper transitions
- Bidirectional data synchronization with audit trails
- White-labeled workflow can be embedded
- Lists broad financial-system integrations
Against
- Pricing is available only on request
- Designed specifically for wealth-industry workflows
- Account opening coverage is stated, not universal
- API launched with account opening as its first capability
The verdict
Dispatch brings account opening, onboarding, transitions, and data synchronization into connected workflows for wealth organizations. Its custodian coverage, audit trail, integrations, and embeddable API are useful considerations, while request-based pricing and its specialized audience narrow the fit.
Who it suits
It is intended for RIAs, wealth aggregators, and fintech companies managing account opening, onboarding, transitions, and synchronized client data. Fintech teams wanting an embeddable, white-labeled workflow may also fit its stated audience.
On the record
- Account coverage
- Dispatch states it covers 99% of account types and 90% of supplemental and stand-alone maintenance forms across major U.S. custodians.dispatch.io · read 11 Oct 2026
- Account opening
- It supports account opening across major U.S. custodians, including Schwab, Fidelity, and Pershing, with form validation and digital signatures.dispatch.io · read 11 Oct 2026
- Advisor transitions
- It supports protocol, non-protocol, and full-repaper advisor transitions across Fidelity, Schwab, and Pershing.dispatch.io · read 11 Oct 2026
- API
- The Dispatch API launched with account opening as its first available capability, letting other companies embed custodian workflows in their products.dispatch.io · read 11 Oct 2026
- Audit trail
- The platform logs data changes with when, by whom, and from which system they occurred.dispatch.io · read 11 Oct 2026
- Client onboarding
- Its onboarding workflow captures client data, generates forms, opens custodian accounts, and syncs records to connected systems.dispatch.io · read 11 Oct 2026
- Contact
- The contact form requests a first name, last name, email, and firm name.dispatch.io · read 4 Oct 2026
- Custodians
- The advisor page names Schwab, Fidelity, and Pershing for account opening workflows.dispatch.io · read 4 Oct 2026
- Data syncing
- Dispatch offers AI-powered identity matching and real-time, bidirectional syncing across connected systems, with configurable sources of truth.dispatch.io · read 11 Oct 2026
- Fintech offering
- Dispatch offers fintech companies a white-labeled account-opening workflow that can be embedded natively in their products.dispatch.io · read 4 Oct 2026
- Integrations
- Its integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing.dispatch.io · read 11 Oct 2026
- Intended users
- Dispatch presents solutions for RIAs, aggregators, and fintech companies.dispatch.io · read 4 Oct 2026
- Multi-step workflows
- Yesdispatch.io · read 20 Sep 2026
- Pricing
- The pages reviewed direct prospective customers to book a workflow assessment or get in touch and do not state prices.dispatch.io · read 11 Oct 2026
- Processing
- Dispatch states that simple account opening takes under five minutes end-to-end and processing after custodian receipt is under 60 seconds.dispatch.io · read 11 Oct 2026
- Product
- Dispatch describes itself as a data orchestration platform for wealth that connects a firm’s tech stack and revenue-critical workflows.dispatch.io · read 4 Oct 2026
- Security
- Dispatch says it is SOC 2 certified and uses encryption protocols, secure cloud infrastructure, and multi-factor authentication.dispatch.io · read 11 Oct 2026
- What it does
- Dispatch is a data orchestration platform for wealth firms that connects their technology stack and runs revenue-critical workflows.dispatch.io · read 11 Oct 2026
