Integrations

Dispatch

Use Dispatch to onboard clients in seconds and keep their data in sync between Addepar, your CRM, and other systems.

Onboard clients in seconds	Dispatch brings you the best of both worlds: increase the speed of client onboarding, while reducing costly errors and friction.
Open client accounts instantly	Open accounts at major custodians quickly and reliably in a fully digital workflow, eliminating unnecessary forms, faxes, and NIGOs.
Sync your data in real time	Dispatch integrates client data across your most commonly used software so you know you're always using the most up-to-date information.

Authentication	OAuth (authorization workflow)
Capabilities	Inbound attribute data
Frequency	Real-time ad hoc requests as new contacts are created in Dispatch
Transmission Type	API
Required Access Level	User