Side by side
Dispatch vs IRIS Client Onboarding
Both stand on client onboarding software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid APIWeb
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.
Visit Dispatch Paid Web
Visit IRIS Client Onboarding The facts
| Dispatch | IRIS Client Onboarding | |
|---|---|---|
| Free plan | Not published | No |
| Open source | Not published | Not published |
| Runs on | API, Web | Web |
| Lowest paid plan | Not published | Not published |
| Plans published | None | None |
| Maker | Not published | Not published |
| Website | dispatch.io | iris.co.uk |
| On client onboarding software | #10 of 17 | #14 of 17 |
Dispatch: 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.
What to know first
- Pricing is available on request.
- No trial terms are stated in the product pages.
IRIS Client Onboarding: what it does well
Alternatives to Dispatch Alternatives to IRIS Client Onboarding The whole list