The paperwork, handled. No sales call required.
Dispatch is broad AI infrastructure that orchestrates data across your whole stack, built for advisors and aggregators, sold through a sales process. Finpace is the specialist for the part that eats your hours: Emma reads the documents your clients already have, fills any custodian form, and prevents NIGO. Self-serve, public pricing, live in minutes.
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Both fight NIGO. One you can start today.
Dispatch statements below come from dispatch.io, as of July 2026, attributable dimensions only.
| 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; firms run under 5% NIGO | Validates errors before NIGOs start (per dispatch.io) |
| Getting started | Self-serve. Start free, $50 in credits, live in minutes | Sales-led; no public self-serve sign-up (per dispatch.io) |
| Pricing | Public: $99/user/mo ($79 annual) | Not published; sales-quoted (as of this writing) |
Want the full breakdown? Read Finpace vs. Dispatch: The Specialist vs. the Orchestration Platform.
Orchestrating the stack isn't the same as doing the paperwork.
Dispatch connects the systems in your stack into one operational truth, the kind of infrastructure an aggregator or a firm running many platforms needs, and it's sold that way, through a sales process with no public price. Finpace is smaller on purpose. Emma reads the 1040 and statement your client already sent, fills the custodian packet from one source record, and keeps every field consistent so it doesn't bounce as NIGO. If you're an RIA and the work you want gone is the paperwork, you can start today, for free, and see the price on the page.
Dispatch alternative questions, answered.
Your team is retyping data right now.
Emma can stop that today.
Upload your first document. See every form fill itself. No credit card. No demo call. No commitment.
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