E-Z Data, Inc., a provider of front-office systems for insurance companies, banks, broker-dealers, general agents, agents, and investment advisers, announced the release of Client Data System 6 (CDS 6), the newest version of the company's Windows-based solution for practice and relationship management.

CDS 6 addresses specific requests from E-Z Data's current customers and leverages the latest in Windows technology. The updated system includes a customizable interface, a refreshed look and feel that draws from the user's Windows system choices, upgrades to underlying components, and new security features to assist in corporate and governmental compliance.

CDS 6 maintains the same workflows while providing a more intuitive interface that reduces keystrokes and makes more information readily available on each contact record. As a result, advisers have access to the information they need to sell and service clients and prospects effectively.

Want to continue reading?
Become a Free PropertyCasualty360 Digital Reader

  • All PropertyCasualty360.com news coverage, best practices, and in-depth analysis.
  • Educational webcasts, resources from industry leaders, and informative newsletters.
  • Other award-winning websites including BenefitsPRO.com and ThinkAdvisor.com.
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.