Dispatch, a data orchestration platform for wealth management firms, has unveiled Advisor Transitions, a new software solution aimed at streamlining the movement of advisors, client accounts and assets between firms.
The product, referred to as Transitions, becomes the fourth core workflow on the Dispatch platform, joining account opening, client onboarding and real-time data synchronisation. The company says it compresses what are typically months-long transition processes into weeks or days.
Transitions works by ingesting unstructured client data from source systems and documents, standardising and cleansing it, and applying proprietary AI to merge, match and reconcile records across custodians, CRMs and financial planning tools.
Operations teams are able to generate firm and custodial forms for client signatures, open accounts across multiple custodians simultaneously and keep data synchronised across the adviser technology stack once transitions are complete.
According to the company, firms using Dispatch can accelerate transition timelines fourfold, cut complex household onboarding from five hours to around 30 minutes, and reduce Not-In-Good-Order (NIGO) rates by 90% through pre-submission data validation.
Dispatch co-founder and chief executive officer Rob Nance said, “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.
“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.”
Sanctuary Wealth head of operations Rob Gaudio said, “Dispatch allows us to accomplish more with the same people. 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.”
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