Dispatch
Dispatch: Specialized account-opening intake for advisors managing custodian workflows. Ranked #25 of 27 in Client Intake Software by our editors (6.7/10); pricing: Pricing on request; best for financial advisors opening custodian accounts.
At a glance
- Editor score6.7 / 10
- PricingPricing on request
- Best forFinancial advisors opening custodian accounts
- Facts checked20 Sep 2026
Where it wins
- Unified workflows across major U.S. custodians
- AI identity matching with data synchronization and record merging
- Permissions, signing, and audit trails in one workflow
Where it doesn't
- Specialized for wealth-management workflows
- Pricing requires contact with sales
- Broader general-purpose intake use cases may not fit
Our verdict on Dispatch
Dispatch is a data orchestration platform for wealth and asset managers, with a strong focus on financial advisors opening and transitioning accounts. It connects custodian workflows with advisor technology to support client onboarding from intake through funded account, advisor transitions, and ongoing data synchronization. Its audience is firms that need structured, multi-step account-opening processes across custodians rather than a general-purpose, self-serve intake tool.
The platform brings together workflows across Charles Schwab, Fidelity, and BNY Pershing, along with CRMs, financial planning tools, billing platforms, reporting systems, document storage, and eSignature tools. Its account-opening workflow can pre-populate custodian and firm forms, support single-envelope electronic signing, and synchronize client and account data bi-directionally. AI-powered identity matching, deconfliction, and record merging address data consistency, while role-, office-, and custodian-based permissions help control access. Audit trails record data changes and user actions, and embedded or white-labeled custodian workflows extend the platform to fintech products.
Dispatch is a strong fit for wealth-management firms handling custodian-specific onboarding, protocol and non-protocol transitions, or full re-paper moves. The published pricing model is contact sales, so buyers should expect a sales-led evaluation rather than a self-serve plan comparison. Its specialized focus is an advantage for firms that need custodian coordination, synchronization, signing, and governance in one system, but it is less suited to teams seeking a broad intake product for unrelated industries or simpler forms. Choose Dispatch when account-opening infrastructure is central to the workflow; consider a more general intake tool when custodian integration and wealth-management transitions are not priorities.
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Dispatch pricing
Dispatch fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Client portal | Not verified |
| E-signatures | Not verified |
| Document uploads | Not verified |
| Workflow automation | Not verified |
| Payment collection | Not verified |
| Custom branding | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, 2FA |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 9 integrations: Charles Schwab, Fidelity, BNY Pershing, CRMs, financial planning tools, billing platforms … |
| Pricing | Pricing on request |
| Website | dispatch.io |
| Facts checked | 20 Sep 2026 |
Dispatch integrations
Dispatch lists 9 integrations on its own site.
- Charles Schwab
- Fidelity
- BNY Pershing
- CRMs
- financial planning tools
- billing platforms
- reporting systems
- document storage
- eSignature tools
Alternatives to Dispatch
- PorticoA broad client intake workflow with a free plan and paid automation tiers.9.4
- IntakeA low-cost intake platform with AI classification, payments, signatures, and automation access.9.2
- LaunchBayA paid web platform for turning client intake into structured project workflows.9.0
See all Dispatch alternatives →
Also Ranked In
Dispatch is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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