Dispatch
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.
Dispatch
OneAdvisory is a data orchestration platform connecting wealthtech systems to streamline client data management for financial advisors, fintechs, and aggregators.
About
Needs Assessment
Active buying signals and potential business opportunities
Technology Requirements
Data integration and synchronization across the tech stack
Data security technology, privacy compliance tools.
Client data management
Integration with existing software tools
Data syncing capabilities
Service Requirements
Implementation and ongoing support
Support for digital client onboarding and account management
Automated onboarding and data transfer services
Dedicated support team
Support for account creation, user inquiries, and issue resolution.
Customer support channels for privacy-related inquiries and requests.
Infrastructure Requirements
Scalable and secure data infrastructure
Secure cloud infrastructure
Hardware, software, and server needs for site operation.
Modern, expertly designed data infrastructure.
Scalable platform to support increasing customer base.
Secure cloud infrastructure.
AI Insights
Growth Trajectory
The company shows strong growth potential through its focus on expanding integrations, serving multiple customer segments, and building a robust tech landscape within the wealthtech ecosystem.
Market Opportunity
OneAdvisory has a significant market opportunity in addressing the inconsistent connectivity between standalone software tools, simplifying workflows, and maximizing efficiency for financial professionals in the wealth management space.
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