Overview

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.

Key features of the integration

The integration between Weathbox and Dispatch allows users to:

• Sync client data between Wealthbox and Dispatch.

• Design custom templates in Dispatch to collect onboarding data and sync it into
  Wealthbox.

• Automatically kick off the onboarding process using information collected from prospects.

How to Enable the Wealthbox Integration with Dispatch

To enable your Wealthbox + Dispatch integration, please reach out to the Dispatch team at support@dispatch.io.

How does the integration work?

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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.

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.