Dispatch Launches Advisor Transitions, Industry-First Software to Move Advisors and Client Assets Between Firms

New solution compresses monthslong transitions into weeks or days as advisor movement reaches record highs

NEW YORK--(BUSINESS WIRE)--Dispatch, the data orchestration layer for wealth management firms, today introduced Advisor Transitions (‘Transitions’), an industry-first software solution designed to help firms transition advisors, client accounts and assets between firms. The launch formalizes Transitions as the fourth core workflow on the Dispatch platform alongside account opening, client onboarding and real-time data synchronization.

The launch comes as the wealth management industry navigates a historic surge in advisor movement. Registered investment advisors (RIAs), broker-dealers and aggregator platforms are onboarding advisors and client assets at an unprecedented pace, increasing demand for infrastructure that can support faster, more scalable transitions without disrupting operations or the client experience.

“Transitions are among the most operationally complex workflows in wealth management, and until now, the industry hasn’t had purpose-built software to manage them on,” said Rob Nance, co-founder and chief executive officer of Dispatch. “Firms have been forced to choose between a custodial program they may not qualify for and a manual process built on spreadsheets and people. We built Transitions to give them a third option.”

Built on the core Dispatch platform, Transitions ingests unstructured client data from source systems and documents, standardizes and cleanses it, and applies proprietary AI to merge, match and reconcile records across custodians, CRMs and financial planning tools. From a single workflow, operations teams can generate accurate firm and custodial forms for client signatures, open accounts across multiple custodians in parallel and maintain synchronized data across the advisor technology stack once the transition is complete. In practice, firms using Dispatch accelerate transition timelines by fourfold, reduce complex household onboarding from five hours to roughly 30 minutes, and minimize Not-In-Good-Order (NIGO) rates by 90% through pre-submission data validation.

“Dispatch allows us to accomplish more with the same people,” said Rob Gaudio, head of operations at Sanctuary Wealth. “In a recent protocol transition, we moved more than $200 million in client assets onto the Sanctuary platform in less than two weeks. The operational efficiency and ROI on Dispatch’s technology has been incredible.”

Custodial transitions often require reconciling thousands of data points across hundreds of fields, navigating custodian-specific paperwork requirements and migrating client data at scale without introducing errors. Historically, this work has been distributed across operations teams and consultants, extending timelines to months before assets are fully transferred. These delays carry direct revenue implications. For example, a $100 million book generating a 1% advisory fee loses more than $300,000 in revenue over a four-month transition. The financial impact compounds across concurrent transitions.

Advisors and firms can learn more at dispatch.io/transitions.

About Dispatch

Dispatch is the unified data layer for wealth management. The platform sits across the systems firms already use — custodians, CRMs, planning, billing, eSignature and document storage — translating and normalizing data between them and running the workflows that span them: account opening and onboarding, advisor transitions, and bi-directional data syncing in real time. The Dispatch data model facilitates over 3M workflow combinations and leads the industry in bi-directional integrations with over 85% market coverage, powering firms overseeing $2T in assets under management. For more information, please follow Dispatch on LinkedIn or visit dispatch.io.