Dispatch
HQ Address
2125 Biscayne Boulevard, Miami, FL 33137, United States
Website Address
Business introduction
The easiest way to collect client information
Financial advisors use Dispatch to keep client data in sync across their tech stack
Our story
At Dispatch, we believe that better solutions for advisors result in better outcomes for clients. We’re committed to building a strong and integrated tech landscape that simplifies workflows, enhances efficiency and ultimately improves client experience.
Client demands for specialization and personalization mean new specialized software solutions rapidly entering wealth advisory. These tools allow firms and advisors to serve their clients better but create challenges in managing data interoperability between systems.
We built Dispatch to bridge the gap and ensure streamlined connectivity within the wealth tech ecosystem. Our mission is simple: to seamlessly sync client data across the tech stack and to free wealthtech companies from the burden of continually building and maintaining integrations.
Dispatch Solutions
Dispatch for Financial Advisors
Put manual data entry tasks on auto-pilot Your client service team isn’t called the data maintenance team. We ensure your client data is up to date and accurate in all your systems - giving time back to focus on top priorities. Delight your new clients with an easy, fast onboarding process The beginning......
business needs
- Client Communications & Reporting
- Client Engagement & Management
- Client Onboarding & Identity Verification
