Dispatch is a company that provides solutions for financial advisors and fintechs to streamline and integrate client data management. Their platform allows users to onboard clients seamlessly, sync client data in real-time across different tools, and open multiple accounts digitally. Dispatch focuses on creating a smooth workflow for advisors, aggregators, and fintechs to ensure efficient data management. They prioritize security with SOC2 certification and utilize advanced encryption protocols. Dispatch's comprehensive approach is designed to save time and reduce the complexity of managing client data across various tech stacks.
June 15
Frontend engineer for Dispatch's client data management platform.