E-Z Data Announces its 2009 Sponsorship of
Financial-Planning.com’s Software Technology
Channel
Pasadena, CA – April 1, 2009 – E-Z
Data, a top provider of customer relationship
management (CRM) and practice management
solutions for the financial services industry,
announced today its sponsorship of the Software
Technology channel on Financial-Planning.com.
Through its partnerships with Financial-Planning.com,
a website dedicated to the needs of the
independent financial planner, E-Z Data is
helping to ensure IFPs have access to the
essential information they need to make informed
decisions about their business and the clients
they serve to thrive in today’s economy.
The Software Technology Channel provides advisors
with news and information on software and technology
that specifically addresses the specialized needs of
financial advisors. The channel content is provided by
Financial Planning’s editorial staff and is currently
focused on Tech Tools for a Tough Economy. The channel
reinforces the website’s mission of helping advisors run
a thriving business.
Visitors to the Software Technology channel can also
access a variety of E-Z Data provided content, including
recent articles and a link to its SmartOffice Advisor
Workstation movie. Visit
www.financial-planning.com/channels to view this and
other advisor-focused channels that provide advisors
with the most up-to-date information and cutting-edge
analysis on investments, client relationships, and
business management.
About Financial Planning
Launched in 1970, the Financial Planning brand
(published by SourceMedia) is the leading publication
and online resource for Independent Financial Advisors.
Reaching a targeted audience of more than 115,000
financial professionals every month, Financial Planning
delivers the information, strategies and expert analysis
advisors need to be successful and grow their practices.
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
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