Dispatch Partners with Wealthbox for Tech Stack Data Syncing

Today, Wealthbox is excited to announce an integration with Dispatch, wealth-tech’s first and only data orchestration company. Dispatch 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.

Join us for a live webinar on Tuesday, March 26th at 2pm ET to learn more about the integration between Wealthbox + Dispatch.

How it works

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.

Wealthbox contact information synced in Dispatch.

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

For example, if an advisor updates a client’s address in Wealthbox, that update will then be instantly reflected across all of the other systems that the advisor has connected to Dispatch. Additionally, any updates made in other integrated platforms will instantly update the contact record back in Wealthbox.

Edited Wealthbox contact record information is automatically updated in Dispatch and all integrated systems.

Madalyn Armjio, COO of Dispatch

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

Jomin Bishop, VP of Enterprise Sales at Wealthbox

“Wealthbox is excited to announce our partnership with Dispatch,” said Jomin Bishop, VP of Enterprise Sales at Wealthbox. “Dispatch has expertly solved one of the biggest pain points the financial industry faces and using this integration will be a real game changer for advisors.”

Check out the new Wealthbox + Dispatch integration page to start taking advantage of Dispatch’s data management platform today!

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.

Join us for a live webinar on Tuesday, March 26th at 2pm ET to learn more about the integration between Wealthbox + Dispatch.