2 Services Every Wealth Management Company Should Add to Their Redtail CRM Tech Stack in 2026

Every wealth management firm must present a professional image while ensuring thesecurity of client assets. In 2026, trust and verification are more important than ever.

DTS Verify (dtsverify.com) integrates directly with Redtail CRMand allows advisors to verify client identity by sending a one-time code to the client’smobile phone on file.

Knowledge-based authentication is no longer enough. Personal information can be compromised,putting your firm and client assets at risk. DTS Verify helps eliminate that risk with 2 factor authentication.

CodeTwo (codetwo.com) automatically applies email signaturesserver-side across all email clients — Outlook, mobile apps, webmail, and even automatic replies.

This ensures every employee sends polished, compliant emails while allowing centralizedmanagement. Need a reseller? Contact Day3Soft (day3soft.com).

Adding these two services in 2026 strengthens security while elevating your firm’s professionalimage. It’s a simple upgrade with lasting impact.