Wealthbox + Dispatch

Modern CRM integrated with a data syncing platform across an advisor’s tech stack.

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Overview

Dispatch, wealth-tech’s first and only data orchestration company, syncs client data silently across an advisor’s tech stack operating in the background behind existing tools. Advisory firms using Dispatch can quickly add new advisors, automate client onboarding, digitize firm forms and open custodial accounts. Advisors using the bi-directional data sync between Wealthbox and Dispatch can sync client data between the two platforms in addition to other connected software systems. Keep all your client’s data in sync across your tech stack.

Once the integration has been enabled, advisors can start by seeing which data is synced with Wealthbox and any other platforms that are integrated with Dispatch.
Once the integration has been enabled, advisors can start by seeing which data is synced with Wealthbox and any other platforms that are integrated with Dispatch.
Advisors can then update client information in any of the integrated products and the remaining platforms in their tech stack will update instantly.
Advisors can then update client information in any of the integrated products and the remaining platforms in their tech stack will update instantly.

Resources

Upcoming webinar

A Smarter Way to Open and Fund Client Accounts

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Blog post

Dispatch Partners with Wealthbox for Tech Stack Data Syncing

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Madalyn Armjio, COO at Dispatch
“The CRM is one of the most critical pieces of the advisor tech stack. By partnering with Wealthbox, Dispatch users will be able to automate client data collection and maintenance.”

Madalyn Armjio, COO at Dispatch

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