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E-Z Data Launches SmartPDA

New solution gives SmartOffice users browser-based data access directly from handhelds

Pasadena, CA, November 20, 2006) – E-Z Data, Inc., a leading provider of front-office systems for insurance companies, banks, broker-dealers, general agents, agents, and investment advisors, announced today the availability of its new SmartPDA solution, an add-on module to its popular SmartOffice solution. The new offering gives users browser-based access to their client data directly from a handheld device.

For advisors, SmartPDA effectively eliminates the traditional ‘boot-and-synch’ process required for retrieving data from the road, and ensures access to the most current client and account information 24x7. “I have a high-volume practice averaging 18-20 appointments per week. SmartPDA allows me to have up-to-the-minute information, enabling me to always be in synch with my team, no matter where I am,” said Ian Meierdiercks, Wesselt Capital Group. “SmartPDA allows me to schedule appointments without double booking. All of my clients’ contact information is at my fingertips, including new referrals that I need to contact immediately – all with no synching. SmartPDA brings my efficiency to a whole new level.”

SmartPDA provides fast, easy, completely portable access to important SmartOffice data from anywhere, any time. Users get direct access to their SmartOffice database through a cellular-capable PDA phone – without a separate installation or application being added to the handheld device. The browser-based solution provides the specific functions users need while out of the office and on the road to help drive greater productivity, eliminate redundant data entry, and streamline real-time communication between advisors and their office staff.

"SmartPDA is the next generation of mobile solutions for the financial services community,” said Dale Okuno, president and chief executive officer, E-Z Data. "To provide the level of service their clients demand, today’s advisors need to leverage the most current information available, and they often need to access that information when they’re out of the office. SmartPDA provides that capability from a tool that most advisors already own – their Blackberry, Treo, or other similar device.”

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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