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E-Z Data Launches SmartOffice® Online Canada

New offering brings proven web technology and best practices
to Canadian wealth management advisors and insurance agencies.

TORONTO, ON, May 15, 2006—E-Z Data, Inc., a leading provider of front-office systems for insurance companies, general agents, banks, investment dealers, agents, and financial advisors, announced the launch of SmartOffice Online Canada today at the Office of Tomorrow Expo (formerly ATX: AdvisorTechExpo). SmartOffice Online Canada is a dedicated web-based subscription service for advisors and distribution organizations that delivers proven practice and relationship marketing management technology.

For Canadian advisors looking to automate their relationship management and marketing processes, or insurance agencies looking for a comprehensive back-office solution, SmartOffice Online is proven with more than 90,000 global financial advisors to attract new customers and deliver the level of customer service that will get them to stay – without the burden or cost of managing software and servers. The new on-demand offering is fully hosted in E-Z Data’s secure data center in Canada and provides users with significant benefits, including:

  • Professional system maintenance and management
  • Protection of valuable information assets in a world-class hosting facility
  • Access to data anywhere, any time, using a web browser and an Internet connection

Already the response has been enthusiastic. “I have used E-Z Data’s Client Data System for five years and I am excited about going virtual with the web-based system,” said Harvey Lawton, President of the Financial Benefits Group in Edmonton. “It only took one demo to convince me I had to have SmartOffice Online Canada. I signed the paperwork immediately to be first in line to implement it.”

E-Z Data’s launch of SmartOffice Online Canada is headed by Jim Graddon, a 30-year veteran of the Canadian financial industry. “Since 1994, my personal focus has been on learning about and applying technology to financial relationships within the Canadian insurance and investment segments,” said Graddon, General Manager, Canadian Operations, E-Z Data. “I joined E-Z Data because I was impressed not only with their software, but also with the company’s commitment and ongoing viability within the Canadian market. I am pleased to be introducing this valuable solution to my industry colleagues.”

"The launch of SmartOffice Online Canada demonstrates our continuing focus on delivering innovations to the Canadian market that can help advisors achieve tangible benefits by leveraging the power of Internet technology," said Dale Okuno, President and Chief Executive Officer, E-Z Data. "SmartOffice Online Canada offers a proven, online solution, coupled with the specialized workflows, processes, and business capabilities that are unique to the financial services industry.”

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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