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Wealthbox and Dispatch Bring Account Opening to the Client Record

calendar_today September 15, 2026 person Ali Sommer domain wealthbox

Today at Future Proof Festival, Dispatch announced the launch of its new API for account opening and custodian execution, naming Wealthbox as one of the first partners building on it. Wealthbox is the source of truth for the client information advisors rely on every day. Building on the Dispatch API lets us extend account opening…

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