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.
"As the demographics of our user base have shifted, we've found our users were as interested in the look and feel of the application as they were in the industry-focused tools provided by our solutions," says Morgan Underwood, vice president of marketing for E-Z Data. "SmartOffice 6 provides this new generation of users with valuable new wealth management functionality as well as a user interface that delivers what they have come to expect, including a high level of flexibility and customization that allows them to match their own personal workflow."
Key features of the new release include customizable user views and settings; new investment downloads; improved calendaring, collaboration, and visibility; and greater flexibility.
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.