Security built for RIAs

Protect your firm from identity theft

Thieves will try to impersonate your clients in order to steal their assets. Confirming identities cleanly via out-of-band layers is a vital part of protecting your firm in today's world.

✓ Engineered specifically for financial compliance
Securing firm assets against wire fraud
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Defeat Fraud Stop social engineering instantly
The Dilemma

The Conundrum of Client Identity Verification

When you're on the phone with a client requesting an urgent fund routing change, how do you verify them?

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KBA is Obsolete

Knowledge-based questions are no longer a foolproof method. Outdated security data loops can be easily discovered online by bad actors.

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True Two-Factor Layer

DTS Verify allows you to add a robust two-factor authentication layer directly over your standard over-the-phone verification procedures.

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Instant Execution

Send secure validation one-time passcodes straight to verified consumer telephone channels on file while staying in continuous conversational contact.

Risk Management

Eliminating security breaches is our priority

Don't jeopardize your business reputation or client trust over weak call-in protocols:

  • Eliminate assumptions about caller authenticity.
  • Isolate your client accounts from account takeovers.
  • Build clear compliance audit paths for regulatory safety reviews.
  • Ensure operational peace of mind during processing tasks.
Explore CRM Integrations
Financial advisor secure client operations

Ready to add an extra layer of wire fraud protection?

Start protecting your clients and your reputation today.