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SmartOffice 6 Brings Customized Workflows
to the Financial Advisor Desktop
E-Z Data’s newest web-based
solution designed for Generation X
PASADENA, CA, July 22, 2008 – 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 SmartOffice® 6, the newest version of the
company’s web-based software for customer
relationship management and advisor practice
management. In an industry often hesitant to
adopt new technologies, version 6 employs the
latest in drag-and-drop, buttons, web adapters,
and integration tools available to provide the
new generation of financial services
professionals with the level of customization
they expect.
“Like every independent advisor, I have a limited
amount of time to get things done,” said Generation X
advisor Michael Hill, owner of Hill Financial &
Insurance Services, Inc. “SmartOffice 6 requires fewer
clicks per task, simplifies compliance by making it easy
to track emails and upload documents, and gives me
complete mobility by providing access to real-time
knowledge from anywhere. Combined with the ability to
customize the buttons and workflows to fit my own
business, SmartOffice allows me to complete my daily
tasks in a fraction of the time.”
“As the demographics of our user base has shifted,
we’ve found that our users were as interested in the
look and feel of the application as they were in the
industry-focused tools provided by our solutions,” said
Morgan Underwood, Vice President, Marketing, E-Z Data.
“SmartOffice 6 provides this new generation of users
with valuable new wealth management functionality, as
well as a user interface that delivers what they have
come to expect, including a high level of flexibility
and customization that allows them to match their own
personal workflow.”
Key features of the new release include customizable
user views and settings; new investment downloads;
improved calendaring, collaboration and visibility; and
greater flexibility. SmartOffice 6 builds on the proven
capabilities and success of prior versions of the
application, simplifying system navigation and
consistency while reducing keystrokes and providing
detailed reporting capabilities to help users locate the
information they need to effectively sell and service
clients and prospects. SmartOffice 6 includes a wide
variety of new features and system enhancements,
including:
- Personalized home page, including customizable
button bars, tabs, ‘favorites’, and RSS feeds such
as graphical illustrations of current investment
positions
- SMS alerts to changes, such as new leads and
appointments
- Support for broker-dealer compliance under SEC
rules 17a-3 and 17a-4
- Expanded user setup options and a navigable
workflow history
- Java-based tools that simplify integrations with
third-party applications using SmartIntegrator
- Integration with advisor websites that supports
immediate input of Internet sales leads into the
sales process
For more information about E-Z Data and SmartOffice
6, visit
www.ezdata.com. 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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