AI-Powered Workflow

Get account opening correct every time.

Dispatch uses AI to map client data to thousands of custodian form fields, then orchestrates every step from form generation to funded account.Orchestrate every step from intake to funded account.

Automatically fill forms.

Pull client data from your connected CRM and existing records so forms start 85-100% complete. Your team fills gaps instead of starting from scratch.

Generate the right forms every time.

Keep custodian requirements and form changes updated automatically, so you don’t have to keep track or manage them manually.

One signature, one envelope.

Custodian forms and firm forms are combined in a single digital envelope, automatically tagged for every signature.

Stop NIGOs before they ever start.

Run real time checks against custodian requirements, missing fields, and mismatched data to cut NIGO errors by up to 90%.

Submit directly, track in real time.

Submit accounts to custodians like Schwab® right from the Dispatch platform via direct APIs.

Get started

Title of blog post
Lorem ipsum dolor sit amet consectetur. Ac ut elementum tortor varius libero
Read more
Title of blog post
Lorem ipsum dolor sit amet consectetur. Ac ut elementum tortor varius libero
Read more
Title of blog post
Lorem ipsum dolor sit amet consectetur. Ac ut elementum tortor varius libero
Read more

See what we’ve been up to.

Wealthtech firms look to capitalize on AI groundswell after market selloff
As the dust begins to settle from last week's market downturn, firms exploring artificial intelligence capabilities.
Read more
Dispatch Announces Early Access to Industry-First Automated Schwab Account Onboarding API
New integration will turn Dispatch’s Schwab account opening process into an automated workflow that advisors can complete in minutes
Read more
Minutes, Not Days: Dispatch Account Opening with Schwab APIs
If a firm already has the client’s data, why does opening a custodian account still take so long?
Read more
Data Orchestration 101
Data orchestration syncs data across systems, automates workflows, and eliminates manual tasks. Tools like Dispatch keep everything connected, accurat
Read more
Meet Dispatch
Financial advisors use Dispatch to keep client data in sync across their tech stack.
Read more