DTS Verify seamlessly bridges the gap between your identity check rules and daily data pipelines. Rapidly verify clients using automated, out-of-band protocols natively integrated into your ecosystem.
We are fully compatible with leading Wealth Management and RIA platforms. Get started in minutes without changing your tech stack. Our browser extension system inserts dynamic verification buttons straight into your workspace environments:
Redtail
Salesforce
Wealthbox
Quickbase
Advyzon
AdvisorEngine
SmartOffice
Practifi
Act!
Salentica
Microsoft Dynamics
Using a CRM that isn't listed above? Custom integration setups only require a few business days to implement. Initiate Integration Request →
The DTS Verify browser extension integrates directly into your browser to add verification buttons onto active webpages. The extension automatically scans for phone numbers and email addresses, allowing you to trigger a verification check without leaving your CRM. This means you can validate contacts in seconds without leaving your active browser window.
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 instantly.
DTS Verify has partnered directly with Redtail CRM to simplify client authentication. Rapidly lookup clients, select verification method, initiate verification and automatically add verification note directly into Redtail CRM.
Leverage our enterprise Salesforce engine connector layer to run instant caller authentication. Search instantly updated contact details, send the verification and confirm the clients identity seamlessly.
If you don't use one of our standard systems but want to utilize our services, let us know right away. At DTS Verify, customized flexibility is at the core of what we do.
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