Dispatch

Paid APIWeb

What Dispatch is

Dispatch is a web-based data orchestration platform for wealth firms, connecting technology systems with revenue-critical workflows. Its onboarding workflow captures client information, creates forms, opens accounts across custodians, and syncs data to a firm's technology stack. Account opening and updates are supported at major US custodians, with integrated validation; named custodians include Schwab, Fidelity, and Pershing. For advisor transitions, Dispatch supports protocol, non-protocol, and full-repaper moves in a unified workflow. Its AI-powered data layer matches and merges client identities, then keeps records synchronized through bidirectional integrations. Users can see an audit trail showing what changed, when, by whom, and from which system. Dispatch lists connections across custodians, CRMs, financial planning, billing, reporting, document storage, e-signature, and data warehousing. Fintech companies can embed a white-labeled account-opening workflow in their products. Dispatch presents solutions for RIAs, aggregators, and fintech companies, and says it is SOC2 certified. It also states that it uses encryption protocols, secure cloud infrastructure, and multi-factor authentication. Pricing is available on request; product pages invite visitors to book a workflow assessment or get started.

Who it suits

Dispatch suits RIAs and aggregators that need connected account opening, client onboarding, advisor transitions, or data syncing across wealth systems. Fintech companies can use its white-labeled account-opening workflow within their own products.

What it does well

Supports onboarding from client data capture through account opening and data syncing.
Handles protocol, non-protocol, and full-repaper advisor transitions.
Audit trail shows what changed, when, by whom, and from which system.
Lists integrations across custodians and multiple wealth technology categories.
States SOC2 certification and use of encryption and multi-factor authentication.
Offers fintech companies an embeddable white-labeled account-opening workflow.

What to know first

Pricing is available on request.
No trial terms are stated in the product pages.

Getting started

Visit the Dispatch website.
Book a workflow assessment or choose the get started option.
Submit the contact form with your first name, last name, email, and firm name.

Verdict

Consider Dispatch if your RIA, aggregator, or fintech business needs connected wealth workflows, custodian account opening, and synchronized client records. Pricing is provided on request, so firms seeking a stated plan price should look elsewhere.

Questions

How much does Dispatch cost?

Pricing is on request. The product pages do not give plan prices or trial terms.

Which platforms does Dispatch support?

Dispatch is listed for the web.

Which firms is Dispatch intended for?

It presents solutions for RIAs, aggregators, and fintech companies.

Which custodians are named for account opening?

Dispatch names Schwab, Fidelity, and Pershing.

What kinds of integrations does Dispatch list?

Its listed categories include custodians, CRMs, financial planning, billing, reporting, document storage, e-signature, and data warehousing.

What security measures does Dispatch state?

Dispatch says it is SOC2 certified and uses encryption protocols, secure cloud infrastructure, and multi-factor authentication.

Facts from Dispatch's own pages

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, 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, 11 Oct 2026
Advisor transitions: It supports protocol, non-protocol, and full-repaper advisor transitions across Fidelity, Schwab, and Pershing. · dispatch.io, 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, 11 Oct 2026
Audit trail: The platform logs data changes with when, by whom, and from which system they occurred. · dispatch.io, 11 Oct 2026
Client onboarding: Its onboarding workflow captures client data, generates forms, opens custodian accounts, and syncs records to connected systems. · dispatch.io, 11 Oct 2026
Contact: The contact form requests a first name, last name, email, and firm name. · dispatch.io, 4 Oct 2026
Custodians: The advisor page names Schwab, Fidelity, and Pershing for account opening workflows. · dispatch.io, 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, 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, 4 Oct 2026
Integrations: Its integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing. · dispatch.io, 11 Oct 2026
Intended users: Dispatch presents solutions for RIAs, aggregators, and fintech companies. · dispatch.io, 4 Oct 2026
Multi-step workflows: Yes · dispatch.io, 20 Sept 2026
Pricing: The pages reviewed direct prospective customers to book a workflow assessment or get in touch and do not state prices. · dispatch.io, 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, 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, 4 Oct 2026
Security: Dispatch says it is SOC 2 certified and uses encryption protocols, secure cloud infrastructure, and multi-factor authentication. · dispatch.io, 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, 11 Oct 2026
Who it serves: Dispatch describes its solutions for RIAs, wealth aggregators, and fintech companies. · dispatch.io, 11 Oct 2026