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Easily collect, sync, and manage client data | Dispatch
The easiest way to
The easiest way to
client information.
Financial advisors use Dispatch to keep client data in sync across their tech stack.
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Onboard clients in seconds.
Instantly build new client profiles or transition existing clients without manual, repetitive data entry.
Sync client data to-and-from your favorite software.
Client data is continuously synced across connected tools so you know you’re always working with the most updated information.
Open multiple accounts all at once.
Automatically populate all the information you need to open and fund accounts at the custodian of your choice.
We work with the industry's leading software
Security is a top priority.
Dispatch is SOC2 certified. We employ best-in-class encryption protocols, secure cloud infrastructure, and multi-factor authentication to secure your data.
