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Welcome to E-Z Data!
Founded in 1986, E-Z
Data provides distribution-specific solutions to
the wealth management segment of the financial
services industry – both in Canada and in the
U.S. Serving the Canadian marketplace for more
than 15 years, E-Z Data’s Canadian clients
include advisors, MGAs, and wholesalers.
Specialists in Financial Relationship Marketing
(FRM)
solutions, our proven SmartOffice solution goes
significantly beyond the CPU Tracker
capabilities that had also earned it a strong
following in Canada.
E-Z Data, ULC is our new Canadian subsidiary,
and we are in the process of creating a local
website that focuses on our solutions for
Canada. While our global website at
www.ezdata.ca provides information regarding E-Z
Data and our solutions, please note that the
Canadian solutions and packages vary somewhat
from what you find there. We also offer
regularly scheduled, advisor-focused webinars
focused on practice management using
SmartOffice. These are generally scheduled for
the second Tuesday of each month at 11:00 a.m.
eastern time. If you are interested in
attending, please email Jim Graddon at
jgraddon@ezdata.com
requesting an invitation to the next webinar, or
sign-up directly by clicking
here.
Learn more about E-Z Data’s solutions for
Canada:
Call our Canadian head office in Oakville,
Ontario at 866-568-9809
or click below to download our Canadian
brochures:
The former CPU Tracker office in London,
Ontario is now an E-Z Data branch office. We can
be reached at this office at 800-420-8815.
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