E-Z Data Releases Client Data System 6

Latest release takes Windows-based practice management
to new level of excellence; drives best practices for financial services producers.

PASADENA, CA, February 9, 2006—E-Z Data, Inc., a leading provider of front-office systems for insurance companies, banks, broker-dealers, general agents, agents, and investment advisors, today announced the release of Client Data System® 6, the newest version of the company’s industry-leading Windows®-based solution for practice and relationship management.

Client Data System (CDS) 6 addresses specific requests from E-Z Data’s current corporate and retail customers, and leverages the latest in Windows technology. The completely updated system includes a newly customizable interface, a refreshed look and feel that draws from the user’s Windows system choices, upgrades to all underlying components, and new security features to assist in corporate and governmental compliance.

CDS 6 maintains the same ‘proven in practice’ workflows that have served thousands of users for over 15 years, while providing a more intuitive and powerful interface that reduces keystrokes and makes more information readily available on each contact record. As a result, advisors have access to the information they need to effectively sell and service clients and prospects. CDS 6 provides a wide variety of benefits to users, including:

• Control over icon size and desktop look and feel
• Easier query processing and superior performance
• Refreshed reports
• Improved integration with Microsoft Office Outlook for an easier, more intuitive calendar
• Password requirements and expiration, secure contact fields, database encryption, and private form letters for greater security
• A complete HIPAA compliance system that helps prevent HIPAA-protected individuals from receiving unprotected mailings

“Client Data System 6 exemplifies E-Z Data’s ongoing commitment to users who prefer the Windows platform,” said Jack Davis, CLU, ChFC, of Northeast Planning Associates. “The new version takes advantage of the latest in Windows technology and features, making it faster and highly user-friendly. While I am planning to move to E-Z Data’s web solution in the near future, I almost hate to leave my CDS solution behind; I love this program! For advisors committed to a Windows platform, I don’t believe they’ll find a more detailed, robust solution than CDS 6.”

“Many of our long-term clients prefer to remain on Windows rather than using a web-based system,” said Eric Burgess, Product Manager for Windows Applications at E-Z Data. “For many of our users, Client Data System is the backbone of their practice. With version 6, we’re delivering the same great, tried and true system with an all-new look, significant performance and security improvements, as well as dozens of features that have been specifically requested by our users.”

About E-Z Data, Inc.
Leading financial services organizations and top financial advisors worldwide rely on E-Z Data’s practice management, agency management, and CRM solutions to systematize proactive, hi-touch communication with clients, increase sales, and reduce operational costs. E-Z Data solutions are used by more than a quarter million financial services professionals and industry-leading firms including HSBC, M Financial, MetLife, National Financial Partners, ProEquities, Prudential, Royal Alliance, and Securian. For more information about E-Z Data’s solutions, go to www.ezdata.com or call 800-777-9188.

Contacts:

CaroleAnne Hardy
E-Z Data, Inc.
caroleanne@ez-data.com
626-585-3505