Wealth management data infrastructure provider Dispatch has announced a strategic partnership with Hightower Advisors (“Hightower”) to power the client data architecture for Hightower Signature Wealth. Under the agreement, Dispatch will orchestrate the flow, validation, and real-time synchronization of client information across custodial platforms and advisory systems as Hightower continues to expand its national practice.
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Modernizing Client Lifecycle Operations Across Multi-Custodial Stacks
Transitioning independent advisory practices into a single national framework requires specialized software capable of harmonizing disparate technology stacks without forcing every practice to adopt identical operational tools.
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Dispatch solves this hurdle by operating as a universal data layer that interfaces directly with Hightower‘s existing custodians including Charles Schwab and Fidelity and proprietary technology platforms. The system ingests raw client data, verifies information against complex custodial and regulatory rules, and keeps core records synchronized throughout the client lifecycle.
Key operational benefits of the deployment include:
Automated Data Orchestration: Moves and syncs client records seamlessly between custodians, CRMs, and advisory engines without separate logins or dedicated portals.
Pre-Execution Validation: Scrubs data against strict custodial guidelines before submission, minimizing NIGO (Not in Good Order) form rejections and accelerating account funding timelines.
Human-in-the-Loop Governance: Incorporates built-in compliance approval checkpoints to maintain institutional oversight across all automated data workflows.
Scalable Onboarding Infrastructure: Facilitates rapid onboarding for incoming practices as independent RIAs transition onto the Hightower Signature Wealth platform.
“Ultimately, this is about making it easier for our advisors to deliver a great experience to their clients,” said Larry Restieri, chief executive officer of Hightower. “Dispatch provides the data infrastructure that keeps client information accurate and synchronized across the systems that support the relationship, reducing operational friction for advisors and creating a more seamless experience for clients over time.”
“The first phase of RIA aggregation was about bringing firms together,” said Rob Klapprodt, chief executive officer of Dispatch. “As aggregators move from collections of independent practices to integrated national practices, they need infrastructure that can standardize client data and workflows across custodians, CRMs, and the rest of the tech stack. That is the layer Dispatch provides.”
Accelerating Industry Transition to Integrated National Models
As wealth management aggregators evolve from loose affiliations of independent RIAs into tightly integrated national brands, operational scalability depends on robust data synchronization. By resolving data fragmentation across custodians and third-party applications, the collaboration between Hightower and Dispatch sets a new operational standard for large-scale wealth management enterprises.
