Come see us at Wealth Management EDGE today! James Eichberger Kyle Brickerd Rob Nance Madalyn Armijo
Dispatch
Software Development
Miami, FL 1,321 followers
Financial advisors use Dispatch to sync client data across the tech stack.
About us
Dispatch is a data orchestration company focused on syncing data across an advisor's tech stack. We make it easy to automate onboarding, open accounts and maintain client data across separate software systems.
- Website
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http://www.dispatch.io
External link for Dispatch
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Miami, FL
- Type
- Privately Held
Locations
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Primary
Get directions
Miami, FL, US
Employees at Dispatch
Updates
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The trailblazers in advisory are implementing AI from the ground up. Join Rob Nance, CEO at Dispatch and Rajini K., Co-founder of Focus Financial Partners at Wealth Management EDGE to discuss how your AI strategy needs to start with the right foundation. Thursday, June 12th at 9:10am ET
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Efficiency is no longer a nice-to-have for advisors — it’s critical. As some firms race to scale with better systems, automation, and tighter operations, the ones who don't risk getting left behind. The firms that win will be the ones that run leaner, faster, and smarter. We’re honored to be featured by XYPN as a solution helping advisors stay competitive in this new era of wealth management. Thanks for the shoutout David Bowman, CFP®, CCFC!
Ever notice how your best ideas come when you're NOT racing against the clock? Our latest blog explores the fun paradox of efficiency—knowing exactly when to streamline and when to let your creative process breathe. David Bowman, CFP®, CCFC sharing our favorite time-saving tech along with a framework that helps you focus on the work that lights you up. What's one task you've automated that gives you back time for creative thinking? https://lnkd.in/gzJxc5zB #AdvisorLife #CreativeThinking #WorkSmarter
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Data orchestration” might sound abstract or jargony—but what it actually does is very real. It powers the workflows advisory firms rely on every single day: ✔️ Seamless client onboarding ✔️ Pre-filled, ready-to-sign forms ✔️ Accurate, always-synced data across systems ✔️ Smooth advisor transitions without the chaos In our recent piece for InvestmentNews, we broke down why data orchestration is becoming essential infrastructure for modern advisory firms—and how it unlocks real efficiency where it matters most. Article: 👉 https://lnkd.in/eqWfdcUh #advisorops #wealthtech #dataorchestration #RIAtech #workflowautomation
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You don’t need another dashboard. You just need your systems to talk to each other. That’s what data orchestration does. It’s not just about syncing data — it’s about enabling real workflows: ✅ Client onboarding without the back and forth ✅ Forms that pre-fill themselves (every single field!) ✅ Systems that stay in sync when client info changes ✅ Advisors who spend less time typing and more time advising We wrote a short post breaking down how data orchestration works behind the scenes — and why it’s the unsung hero of operational efficiency (and AI-readiness) in wealth management. 👉 https://lnkd.in/ebfTHKkB If your firm is running on manual processes, disconnected tools, or copy/paste... this one’s for you.
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Come see Rob Nance, Madalyn Armijo and James Eichberger at Future Proof Citywide! The Dispatch booth is across from the food trucks 🌴
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🗣️ CSMs have the most important role at a company 🗣️ Customer Success Managers are the heartbeat of any company--but especially a startup. Why? Because success isn’t just about building great products—it’s about making sure customers actually succeed with them. Startups move fast. Products evolve. New features roll out constantly. But the one thing that can’t be left behind? The customer. A great CSM bridges the gap between product, sales, and engineering, ensuring customers don’t just use the product, but thrive with it. They turn first-time users into power users, minimize churn, and help customers get so much value that they can't imagine running their business without us. If you’re someone who: ✅ Loves building relationships and helping customers ✅ Knows how to turn insights into action ✅ Enjoys working cross-functionally with product, sales, and support ✅ Wants to have a direct impact on the success of a fast-growing startup Then we should talk. 📩 We’re hiring a Customer Success Manager to join Dispatch. Ready to take on the most important role at a startup? Apply here: https://lnkd.in/eeDr9Jii
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XYPN advisors, come see us at Booth 104 on Wednesday!
Never ask a client for the same information twice. XYPN meet Dispatch We believe the heart of financial advice is not about managing endless streams of data; it’s about helping clients build a secure future. And for advisors, technology should enable you to focus on what matters: client relationships, personalized advice, and long-term strategy. By reducing manual tasks and data entry, Dispatch allows advisors to spend more time guiding clients through life’s financial challenges and less time on operational work. We are living in a new era where the tools at our disposal can transform the way we work, enabling advisors to scale their practices without compromising quality. By focusing on using technology that truly integrates data and ensures accuracy, we’re also focusing on the core mission of creating a more client-friendly, transparent, and accessible financial planning process. Technology as a Catalyst for Change Early in my career, I battled client paperwork, desktop software, and disjointed workflows, I learned a hard truth: no matter how good your processes are, if the technology isn’t designed to keep pace with your needs, it will hold you back. Today, with Dispatch, technology is no longer a roadblock but a catalyst for better client outcomes. We are committed to supporting independent advisors, client-centric service, and the empowerment through technology. By eliminating inefficiencies and errors, we’re helping advisors focus on what really matters—building lasting, meaningful relationships with their clients. In the end, technology isn’t just about data management; it’s about freeing advisors to do what they do best: guide clients through life’s uncertainties with confidence and clarity. And that’s a mission we believe in wholeheartedly.
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Day 2 of Future Proof Festival 😎 we loved meeting everyone who stopped by! Come on over and meet the team (Booth 402). Special shoutout to Chris Hubbell for manning the booth while the rest of the team was in meetings. Get you an investor who can pitch your product just as well as you can and will happily talk to potential clients for eight hours straight 👏🏻
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Come see us at Future Proof starting THIS SUNDAY! The fintech demo session starts at 4:55pm on the Ocean Stage 😎 We'll be at Booth #402 the rest of the week. Stop by and say hello 👋 Madalyn Armijo Rob Nance Rafi Lurie Rob Madelmayer
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