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SPECIFICTION
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Dispatch

dispatch.io

WebAPI
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Spec score 7.2 #10 of 17 in Client Onboarding Software

Spec sheet

What it does
Dispatch is a data orchestration platform for wealth firms that connects their technology stack and runs revenue-critical workflows.Read 11 Oct 2026 · dispatch.io
Product
Dispatch describes itself as a data orchestration platform for wealth that connects a firm’s tech stack and revenue-critical workflows.Read 4 Oct 2026 · dispatch.io
Intended users
Dispatch presents solutions for RIAs, aggregators, and fintech companies.Read 4 Oct 2026 · dispatch.io
API
The Dispatch API launched with account opening as its first available capability, letting other companies embed custodian workflows in their products.Read 11 Oct 2026 · dispatch.io
Integrations
Its integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing.Read 11 Oct 2026 · dispatch.io
Security
Dispatch says it is SOC 2 certified and uses encryption protocols, secure cloud infrastructure, and multi-factor authentication.Read 11 Oct 2026 · dispatch.io
Account coverage
Dispatch states it covers 99% of account types and 90% of supplemental and stand-alone maintenance forms across major U.S. custodians.Read 11 Oct 2026 · dispatch.io
Account opening
It supports account opening across major U.S. custodians, including Schwab, Fidelity, and Pershing, with form validation and digital signatures.Read 11 Oct 2026 · dispatch.io
Advisor transitions
It supports protocol, non-protocol, and full-repaper advisor transitions across Fidelity, Schwab, and Pershing.Read 11 Oct 2026 · dispatch.io
Audit trail
The platform logs data changes with when, by whom, and from which system they occurred.Read 11 Oct 2026 · dispatch.io
Client onboarding
Its onboarding workflow captures client data, generates forms, opens custodian accounts, and syncs records to connected systems.Read 11 Oct 2026 · dispatch.io
Contact
The contact form requests a first name, last name, email, and firm name.Read 4 Oct 2026 · dispatch.io
Custodians
The advisor page names Schwab, Fidelity, and Pershing for account opening workflows.Read 4 Oct 2026 · dispatch.io
Data syncing
Dispatch offers AI-powered identity matching and real-time, bidirectional syncing across connected systems, with configurable sources of truth.Read 11 Oct 2026 · dispatch.io
Fintech offering
Dispatch offers fintech companies a white-labeled account-opening workflow that can be embedded natively in their products.Read 4 Oct 2026 · dispatch.io
Multi-step workflows
YesRead 20 Sep 2026 · dispatch.io
Pricing
The pages reviewed direct prospective customers to book a workflow assessment or get in touch and do not state prices.Read 11 Oct 2026 · dispatch.io
Processing
Dispatch states that simple account opening takes under five minutes end-to-end and processing after custodian receipt is under 60 seconds.Read 11 Oct 2026 · dispatch.io
Who it serves
Dispatch describes its solutions for RIAs, wealth aggregators, and fintech companies.Read 11 Oct 2026 · dispatch.io

Where Specifiction places it

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