Question 1

Is Finpace a Dispatch alternative?

Accepted Answer

They overlap, so it depends on the job. Dispatch is broad AI infrastructure that orchestrates data across your whole stack, built for advisors and aggregators, with account opening, transitions, and deep custodial integrations. Finpace is the specialist for the paperwork itself: Emma reads the documents your clients already have, fills the custodian forms, and prevents NIGO. If the pain you want gone is the retyping and the bounced packets, Finpace is built for exactly that, and a 15-minute call will tell you whether it fits your firm. Some firms could use both.

Question 2

Doesn't Dispatch already fill forms and prevent NIGO?

Accepted Answer

Yes. Dispatch's site says it captures client data once, generates required forms, and validates errors before NIGOs start. So this isn't "Finpace does it and Dispatch can't." The real difference is scope. Dispatch is a broad orchestration platform for advisors and aggregators. Finpace is the focused specialist for RIAs and small teams, and Emma maps any fillable PDF you upload rather than relying only on deep custodial integrations. Your demo runs on your own forms, so you can judge the fit on your real paperwork.

Question 3

How does pricing compare?

Accepted Answer

Finpace plans run from $129 to $1,499 a month, plus Enterprise priced per firm with unlimited users, published on the pricing page, so you can size it before you call. Dispatch does not publish pricing either, as of this writing, and it targets advisors and aggregators through its own sales process. Either way, ask each vendor for a quote sized to your firm and compare like for like.

Question 4

Which should I choose?

Accepted Answer

If you're an RIA or small team and the work eating your hours is filling custodian paperwork and chasing NIGO, and you want to see it work on your own forms first, Finpace fits. If you need enterprise-grade data orchestration across many systems, aggregator-scale onboarding, and advisor-transition tooling, Dispatch is built for that scale. Right-size to the job in front of you.

Question 5

How does Finpace handle security?

Accepted Answer

AES-256 encryption at rest, SOC 2 Type II in progress, GDPR and CCPA compliant, and built for FINRA and SEC environments. Full detail is on our security page.

	Finpace	Dispatch
Built for	RIAs and small advisory teams	Advisors and aggregators, at platform scale (per dispatch.io)
Core job	Reads client documents and fills custodian forms	Data orchestration across your stack: account opening, onboarding, data syncing, advisor transitions (per dispatch.io)
Form coverage	Any fillable PDF you upload, plus your own firm forms	Deep custodial integrations: Fidelity, Schwab, Pershing (per dispatch.io)
NIGO prevention	Fills every form from one source record; the mismatches that cause NIGO never get typed in	Validates errors before NIGOs start (per dispatch.io)
How you evaluate it	A 15-minute call about your firm, then a demo on your own forms	Sales-led; no public sign-up (per dispatch.io)
Pricing	$129 to $1,499 a month, plus Enterprise priced per firm, published; unlimited users and clients on every plan	Not published; sales-quoted (as of this writing)

The paperwork, handled. Shown on your own forms.

Both fight NIGO. One is built for RIAs.

Orchestrating the stack isn't the same as doing the paperwork.

Dispatch alternative questions, answered.

Your team is retyping data right now.
Let's stop it.

The paperwork, handled. Shown on your own forms.

Both fight NIGO. One is built for RIAs.

Orchestrating the stack isn't the same as doing the paperwork.

Dispatch alternative questions, answered.

Your team is retyping data right now. Let's stop it.

Your team is retyping data right now.
Let's stop it.