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Integrations

Dispatch

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

Last updated: 10-27-2025

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.