Tag : John Rourke

Dispatch Opens Its Wealth Operations Platform to the Industry With Launch of the Dispatch API
Artificial Intelligence Fintech News

Dispatch Opens Its Wealth Operations Platform to the Industry With Launch of the Dispatch API

Business Wire
by Business Wire0
Account opening is the first capability available, with Jump and Wealthbox among the first companies embedding Dispatch-powered custodian execution directly into their platforms Dispatch, the data infrastructure platform that enables the wealth industry to run revenue-critical workflows, announced the launch of the Dispatch API, which externalizes the company’s proven platform......
Wealthbox Announces Early Access to New AI Features for Financial Advisors
Artificial Intelligence Finance News

Wealthbox Announces Early Access to New AI Features for Financial Advisors

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announces the launch of early access to new Wealthbox AI features, including Agents, Playbooks, and an AI Assistant. These capabilities move the platform beyond a system of record into a system of action that automates workflows, surfaces client insights, and executes on......
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