DTS Verify Integrations
Security that fits into the workflow you already use

Fully Integrated CRMs

Fully integrated CRMs allow you to seamlessly verify your clients directly from the DTS Verify interface. Simply search your CRM client list inside the DTS Verify interface and select the client you want to verify. All fully integrated CRMs also support the browser extension, which automatically add a verification button to each contact detected in your CRM.


Browser Verification Extension for RIAs

The DTS Verify browser extension integrates directly into your browser to enable seamless client verification. The extension detects both phone numbers and email addresses on web pages within your CRM, allowing you to verify your clients by clicking the bubble next to the desired contact information and then clicking the verify button.

Redtail CRM

Salesforce

Wealthbox

Quickbase

Advyzon

AdvisorEngine

SmartOffice

Practifi

Act!

Salentica

Microsoft Dynamics

To learn more about the DTS Verify browser extension, please visit the browser extension details page.

If you use a CRM that is not listed here, please contact us to request integration with your CRM. Integration only takes a few days to complete, and we are happy to work with you to add your CRM to our list of supported CRMs.


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