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Dispatch Website
Marc Gagnon
Dispatch is a wealthtech data orchestration platform designed to streamline client data management for financial advisors. By automating client onboarding, account opening, and data synchronization across various tools, Dispatch enhances efficiency and accuracy in managing client information.
Key Features:
Client Onboarding:
Dispatch enables advisors to quickly create new client profiles or transition existing ones without manual data entry, reducing time and potential errors.
Account Opening:
The platform facilitates fully digital account opening, automatically populating necessary information to open and fund accounts with the chosen custodian.
Integrations:
Dispatch offers real-time data synchronization across connected tools, ensuring advisors always work with the most up-to-date client information.
Solutions for Different Users:
For Advisors:
Simplify workflows by reducing manual data management tasks, allowing more focus on client relationships.
For Fintechs:
Build integrated experiences with leading wealth tech solutions through a single API, enhancing product offerings.
For Aggregators:
Maximize efficiency by streamlining operations and constructing a cohesive tech stack tailored to specific needs.
Security Commitment:
Dispatch prioritizes security by being SOC2 certified and employing best-in-class encryption protocols, secure cloud infrastructure, and multi-factor authentication to protect client data.
Company Background:
Originally known as OneAdvisory, the company rebranded to Dispatch and secured an $8 million seed funding round in January 2024. This rebranding reflects its focus on data orchestration within wealth management, aiming to seamlessly sync client data across advisors' tech stacks.
By leveraging Dispatch, financial advisors can enhance their operational efficiency, reduce manual workloads, and ensure accurate, up-to-date client information across all platforms.
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Posted Jan 27, 2025
Web Design and Webflow Development for Dispatch. Financial advisors use Dispatch to keep client data in sync across their tech stack.
