Get started with Wealthbox + Dispatch

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, and digitally open 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.

Please note, phase one of this integration is only available to larger enterprise advisory firms but there are plans to make the integration available to all advisors in the future.

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  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.

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  Advisors can then update client information in any of the integrated products and the remaining platforms in their tech stack will update instantly.