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E-Z Data Improves Workflow With New Release

E-Z Data, Inc., a provider of front-office systems for insurance companies, broker-dealers, general agents, and investment advisors, has announced the release of SmartOffice 6, the newest version of

By Staff Writer | Updated on July 22, 2008

E-Z Data, Inc., a provider of front-office systems for insurance companies, broker-dealers, general agents, and investment advisors, has announced the release of SmartOffice 6, the newest version of the company’s Web-based software for customer relationship management and advisor practice management. The new version employs the latest in drag and drop, buttons, Web adapters, and integration tools available to provide financial services professionals with the level of customization they expect.

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