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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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