The Finance Base / Workflow Automation Tools / Dispatch
dispatch.io
Dispatch
Dispatch is a data orchestration platform for wealth firms that connects their technology stack and runs revenue-critical workflows.
- Pricing on requestprice, as published
- Oct 11, 2026read on
What Dispatch costs
The provider publishes no plan we could read. Pricing on request
Its statement
- Free plan
- Not stated
- Free trial
- Not stated
- Runs on
- iPhone Android Web
- Facts on record
- 27
Facts we read
- Account coverageDispatch states it covers 99% of account types and 90% of supplemental and stand-alone maintenance forms across major U.S. custodians. · dispatch.io, Oct 11, 2026
- Account openingIt supports account opening across major U.S. custodians, including Schwab, Fidelity, and Pershing, with form validation and digital signatures. · dispatch.io, Oct 11, 2026
- Advisor transitionsIt supports protocol, non-protocol, and full-repaper advisor transitions across Fidelity, Schwab, and Pershing. · dispatch.io, Oct 11, 2026
- APIThe Dispatch API launched with account opening as its first available capability, letting other companies embed custodian workflows in their products. · dispatch.io, Oct 11, 2026
- Audit trailThe platform logs data changes with when, by whom, and from which system they occurred. · dispatch.io, Oct 11, 2026
- Client onboardingIts onboarding workflow captures client data, generates forms, opens custodian accounts, and syncs records to connected systems. · dispatch.io, Oct 11, 2026
- ContactThe contact form requests a first name, last name, email, and firm name. · dispatch.io, Oct 4, 2026
- CustodiansThe advisor page names Schwab, Fidelity, and Pershing for account opening workflows. · dispatch.io, Oct 4, 2026
- Data syncingDispatch offers AI-powered identity matching and real-time, bidirectional syncing across connected systems, with configurable sources of truth. · dispatch.io, Oct 11, 2026
- Fintech offeringDispatch offers fintech companies a white-labeled account-opening workflow that can be embedded natively in their products. · dispatch.io, Oct 4, 2026
- IntegrationsIts integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing. · dispatch.io, Oct 11, 2026
- Intended usersDispatch presents solutions for RIAs, aggregators, and fintech companies. · dispatch.io, Oct 4, 2026
- Multi-step workflowsYes · dispatch.io, Sep 20, 2026
- PricingThe pages reviewed direct prospective customers to book a workflow assessment or get in touch and do not state prices. · dispatch.io, Oct 11, 2026
On these lists
Use instead
Is Dispatch yours?
Claim it for free to correct a fact, and see the places you can buy on The Finance Base.