Dispatch vs GatherMonk
Dispatch
dispatch.ioGatherMonk
gathermonk.comSide by side
| Figure | Dispatch | GatherMonk |
|---|---|---|
| Price from | — | $23/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 0 | 10 |
| Spec score · Client Onboarding Software | 7.2 (#10) | 8.6 (#1) |
| Spec score · Client Intake Software | 7.2 (#26) | 8.6 (#5) |
| Integrations | Its integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing. | Official terms identify Stripe, Microsoft Azure Communication Services and Amazon Web Services as integrated third-party services; other business-tool integrations may be subscriber initiated. |
| Intended users | Dispatch presents solutions for RIAs, aggregators, and fintech companies. | The maker presents GatherMonk for teams in legal, accounting, HR, events, agencies, and other professional services that collect information or documents from clients and partners. |
| Security | Dispatch says it is SOC 2 certified and uses encryption protocols, secure cloud infrastructure, and multi-factor authentication. | The DPA specifies TLS 1.2 or higher in transit, AES-256 encryption at rest, role-based access controls, OTP authentication and OWASP-oriented vulnerability management. |
| What it does | Dispatch is a data orchestration platform for wealth firms that connects their technology stack and runs revenue-critical workflows. | GatherMonk is a SaaS platform for collecting documents, files, forms, signatures and other information from external people through structured requests, reminders, approvals and portals. |
Plans
GatherMonk
- Starter$29 a month
- Starter$29 a month
- Professional$79 a month
- Professional$79 a month
- Business$149 a month
- Business$149 a month
- Starter$276 a year
- Professional$756 a year
- Business$1,428 a year
- CustomPriced on request
In their own words
GatherMonk
GatherMonk collects documents, forms, files, information and signatures from people outside an organization through structured requests. Requests can include checklists, uploads, e-signatures, reminders, submission tracking and approval or rejection. Branded Client Portals provide passwordless email-link access to requests and guides. Built-in forms support uploads and signatures and can be embedded on websites. Transfers share files through secure links with open tracking, and the maker says there are no file-size limits. A Chrome Plugin works across Chrome tabs, including HubSpot, Salesforce, Gmail and Outlook, without API setup or configuration. GatherMonk states that data is encrypted at rest and in transit and that the service is GDPR compliant; users can export or permanently delete data. It targets legal, accounting, HR, events, agencies and other professional services. Paid plans include a 14-day trial with no credit card, but no permanent free plan. Pricing starts at $29/mo.