DTS Verify
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Designed for RIA & Wealth Management Firms

Because trust is everything,
Verify before you act.

Secure your financial transactions against unauthorized client requests. Rapidly verify identities using automated, out-of-band SMS or email one-time passcodes built straight into your daily CRM.

Start your 7-day free trial See how it works
✓No contracts. Month-to-month billing. Cancel anytime.
Client using a mobile phone for identity verification
✓One more layer of confidenceVerify before taking sensitive action
Fits into the CRM your team already knows
RedtailRedtail
SalesforceSalesforce
WealthboxWealthbox
QuickbaseQuickbase
AdvyzonAdvyzon
AdvisorEngineAdvisorEngine
SmartOfficeSmartOffice
PractifiPractifi
Act!Act!
SalenticaSalentica
Microsoft DynamicsMicrosoft Dynamics
Why DTS Verify

One verification can make a massive difference.

When a client request involves sensitive information or a financial transaction, take a few seconds to confirm who you’re speaking with—without adding friction to your day.

Verify in moments

Send a one-time verification code by SMS or email when you need an extra identity check.

Work where you work

Access client contact details through supported CRM integrations and the DTS Verify browser extension.

Support your whole team

Give employees a straightforward verification workflow and an added layer of protection for client interactions.

Financial planning charts and information
Designed for your workflow

Keep client verification close to the work.

DTS Verify helps financial professionals add an identity check when a request deserves extra care. Use SMS or email to send a code to contact information on file.

  • Choose a verification method that works for the client.
  • Send a code without a complicated manual process.
  • Build a consistent identity-check step into everyday work.
Explore integrations
Professional working in a modern office
An extra layer of protection

More confidence before you act.

Identity theft and impersonation can put client trust in jeopardy. A quick verification step can help your team pause and check before responding to a sensitive request.

  • Confirm identity before taking sensitive action.
  • Use familiar client contact details from your CRM.
  • Keep the process simple for advisors and clients.
Why DTS Verify
Lock symbol representing data protection
Straightforward setup

Easy to start. Easy to keep.

Get started with a 7-day free trial, then continue month-to-month if DTS Verify is right for your team. No long-term contract is required.

  • Try the service before committing.
  • Month-to-month billing.
  • Cancel anytime.
Start your free trial
How it works

Three steps. One more reason to feel confident.

Designed to make an identity check a practical part of your client workflow.

01

Find the client

Search in DTS Verify or use the supported CRM browser extension workflow.

02

Send a verification code

Choose the available phone number or email and confirm that you want to send the code.

03

Confirm the code

Ask the client to return the code so you can verify their identity before proceeding.

Add a frictionless layer of verification to your workflow.

Try DTS Verify free for 7 days. No long-term contract.

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