| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 0 | 3 |
| Spec score · Client Onboarding Software | 7.2 (#10) | 7.3 (#9) |
| API | The Dispatch API launched with account opening as its first available capability, letting other companies embed custodian workflows in their products. | GUIDEcx offers an Open API for custom integrations, and its pricing page lists API access with Premium. |
| Integrations | Its integrations span custodians, CRMs, financial planning, billing and reporting, document storage, e-signature, and data warehousing. | Listed integrations include Salesforce, HubSpot, Gainsight, Slack, Microsoft Teams, Jira, NetSuite, and Zendesk; Recipe Builder connects to other systems. |
| Intended users | Dispatch presents solutions for RIAs, aggregators, and fintech companies. | The product is aimed at teams running customer onboarding and implementation projects, including SaaS companies, EdTech providers, and design agencies. |
| Security | Dispatch says it is SOC 2 certified and uses encryption protocols, secure cloud infrastructure, and multi-factor authentication. | GUIDEcx states that it is SOC 2 compliant, uses data encryption, and supports SSO for Premium and Advanced users. |
