SmartOffice 5 Refines Financial Services CRM
to Meet Evolving Business Needs

E-Z Data’s newest release delivers a fully customizable solution for insurance and financial services organizations

PASADENA, CA, September 15, 2005—E-Z Data, Inc., the leading provider of front-office systems for insurance companies, broker-dealers, general agents, agents, and investment advisors, today announced the release of SmartOffice® 5, the newest version of the company’s industry-leading solution for customer relationship management and agency and practice management.

SmartOffice 5 provides every user across the financial services distribution chain with significant new functionality. Key features of the release include customizable user views and settings, new investment downloads, improved collaboration and visibility, and greater flexibility. SmartOffice 5 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 5 includes a wide variety of new features and system enhancements, including:

• Base system enhancements such as a fully customizable home page, customizable feature buttons, HTML email support, online fax services, faster record importing, and easier security administration
• Integration with valuable third-party applications, including SmartLink for Windows Explorer, LaserApp, Financial Profiles, and PaperClip
• Faster, easier, more in-depth dynamic reporting, pending case processing, calendaring, recruiting, and commission, policy and investment tracking
• Easier data movement via E-Z Data’s DataXchange™
• Data downloads from Albridge Web Services and DST

“SmartOffice 5 is a great example of E-Z Data’s commitment to meeting the constantly changing needs of our industry,” said Curt Rynties, Vice President, Technology Services and Support at M Financial and the current Chairperson of E-Z Data’s Client Partner Advisory Committee (CPAC). “The new version includes many enhancements that were recommended by current SmartOffice users through the Client Partner Advisory Committee. This feedback cycle is helping deliver a solution that is custom fit to our unique business needs, reducing the need for customization and delivering even greater business benefits.”

“E-Z Data is proud of this significant landmark in our solution development,” said Dale Okuno, President and CEO of E-Z Data. “With enhancements based largely on direct feedback from our corporate and retail user base, the all new SmartOffice 5 is unprecedented in its ability to provide financial services professionals with the tools they need to effectively market products and service each client to grow their businesses.”

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