How Large Advisory Firms Use Wealthbox + Dispatch to Sync Client Data

Tuesday, Mar 26, 2024 at 2:00 PM ET

Sign Up Now

Presented by

Join us to see how advisors at larger firms use Wealthbox and Dispatch to sync client data across their tech stack by entering it once. This webinar will cover:

  1. How Dispatch’s data orchestration technology silently operates behind an advisor’s tech stack to seamlessly sync client data across advisory tools.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors who operate in larger advisory firms use the bi-directional integration to enter contact data in any tool across their tech stack and see that data instantly updated everywhere.
  4. The benefits of the Dispatch and Wealthbox integration, and how to get started with ease.

*Phase one of this integration is only available to larger advisory firms but there are plans to make the integration available to all advisors in the future.


Rafi Lurie

Chief Product Officer


Jy Corbett

Managing Director


“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