Clustdoc vs Dispatch
Clustdoc
clustdoc.com
Dispatch
dispatch.ioSide by side
| Figure | Clustdoc | Dispatch |
|---|---|---|
| Price from | $190/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 0 |
| Spec score · Client Onboarding Software | 8.0 (#5) | 7.2 (#10) |
| Spec score · Client Intake Software | 7.9 (#17) | 7.2 (#26) |
| API | The pricing page lists unlimited API and webhooks among plan capabilities. | The Dispatch API launched with account opening as its first available capability, letting other companies embed custodian workflows in their products. |
| Integrations | The pricing page says customers can connect through native integrations, connectors such as Zapier and Make, or the API, and claims integrations with 1,500+ apps. | Its integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing. |
| Product | Clustdoc describes itself as an operating layer for compliant onboarding processes involving clients, partners, and staff. | Dispatch describes itself as a data orchestration platform for wealth that connects a firm’s tech stack and revenue-critical workflows. |
| Security | Clustdoc states that data is encrypted at rest and lists secure document transfers using 128-bit SSL/TLS and document encryption using AES 256. | Dispatch says it is SOC 2 certified and uses encryption protocols, secure cloud infrastructure, and multi-factor authentication. |
Plans
In their own words
Clustdoc
Clustdoc is an onboarding platform for processes involving clients, partners, and staff. Its workflow tools include checklists, intake forms, document collection, eSignatures, approvals, task management, and a client portal. An application is one onboarding workflow for a specific user. Clients can access the portal through a browser or internet-enabled mobile device; teams have a desktop admin console and mobile app. Listed industries include financial services, real estate, legal services, staffing and recruitment, accounting and tax, and administration. Connections are available through native integrations, connectors such as Zapier and Make, or the API; the pricing page lists integrations with 1,500+ apps and unlimited API and webhooks among plan capabilities. Security controls include two-factor authentication, password-protected portals, roles and permissions, and audit trails. Clustdoc states that data is encrypted at rest, lists 128-bit SSL/TLS for document transfers and AES 256 document encryption, and says it is GDPR compliant; its About page lists SOC 2 Type II certification. PRO costs $190/month and includes 3 user seats, 50 new applications per month, and 25 GB storage; some eSignatures and reminders have limited usage. A 7-day trial is listed, but there is no free plan.