Dispatch

Dispatch is a technology company based in New York, NY, designed to streamline the management of client data for financial advisors. Their platform enables instant client onboarding, fully digital account opening, and real-time data syncing across multiple software integrations.

Prioritizing security with SOC2 certification and advanced encryption protocols, Dispatch offers solutions that enhance efficiency for advisors, fintechs, and aggregators alike. By automating repetitive tasks, Dispatch helps users save time and reduce the complexities associated with managing client information.

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